| Stock | Sector / Industry | P/L % | MPV |
|
|---|---|---|---|---|
|
|
III.L
3i Group |
Financial Services / Asset Management | 561.73% | £463,213.85 |
|
|
GOOG
Alphabet |
Communication Services / Internet Content & Information | 127.45% | £159,215.50 |
|
|
IMB.L
Imperial Brands |
Consumer Defensive / Tobacco | 76.68% | £123,674.24 |
|
|
ASML
ASML |
Technology / Semiconductor Equipment & Materials | 61.72% | £113,204.19 |
|
|
LYG
Lloyds Bank |
Financial Services / Banks - Regional | 55.29% | £108,700.90 |
|
|
BRK-A
Berkshire Hathaway |
Financial Services / Insurance - Diversified | 35.54% | £94,879.67 |
|
|
MOH.F
Lvmh Moet Hennessy |
Consumer Cyclical / Luxury Goods | 34.77% | £94,336.70 |
|
|
AMZN
Amazon |
Consumer Cyclical / Internet Retail | 8.36% | £75,849.80 |
|
|
MA
Mastercard |
Financial Services / Credit Services | 4.57% | £73,201.61 |
|
|
V
Visa |
Financial Services / Credit Services | 1.54% | £71,079.68 |
|
|
MSFT
Microsoft |
Technology / Software - Infrastructure | 0.67% | £70,470.81 |
|
IIG.L
Intuitive Investments Group |
Financial Services / Asset Management | -25.09% | £52,436.36 |
| Since | Company | Active | Companies House |
|---|---|---|---|
| May 2017 |
|
Ceased 3rd Jun '25 | |
| May 2017 |
|
Ceased 3rd Jun '25 | |
| Jun 2017 |
|
Ceased 3rd Jun '25 | |
| Jun 2017 |
|
Ceased 3rd Jun '25 | Link |
| Jun 2017 |
|
Ceased 3rd Jun '25 | Link |
| May 2020 |
|
Ceased 8th Apr '25 | |
| May 2021 |
|
Ceased 8th Apr '25 | |
| Feb 2023 |
|
Ceased 8th Apr '25 |
| Filed | Name | Amount | Type | Corporate | Companies House | |
|---|---|---|---|---|---|---|
| None declared | ||||||
| Filed | Destination | Amount | |||
|---|---|---|---|---|---|
| None declared | |||||