| Stock | Sector / Industry | P/L % | MPV |
|
|---|---|---|---|---|
|
|
III.L
3i Group |
Financial Services / Asset Management | 553.40% | £457,378.09 |
|
|
GOOG
Alphabet |
Communication Services / Internet Content & Information | 142.89% | £170,026.10 |
|
|
ASML
ASML |
Technology / Semiconductor Equipment & Materials | 109.50% | £146,651.06 |
|
|
LYG
Lloyds Bank |
Financial Services / Banks - Regional | 77.04% | £123,927.50 |
|
|
IMB.L
Imperial Brands |
Consumer Defensive / Tobacco | 63.47% | £114,431.82 |
|
|
BRK-A
Berkshire Hathaway |
Financial Services / Insurance - Diversified | 30.15% | £91,103.91 |
|
|
MOH.F
Lvmh Moet Hennessy |
Consumer Cyclical / Luxury Goods | 22.98% | £86,089.01 |
|
|
AMZN
Amazon |
Consumer Cyclical / Internet Retail | 15.13% | £80,592.88 |
|
|
MSFT
Microsoft |
Technology / Software - Infrastructure | 0.07% | £70,049.56 |
|
|
MA
Mastercard |
Financial Services / Credit Services | -3.40% | £67,619.59 |
|
|
V
Visa |
Financial Services / Credit Services | -4.44% | £66,890.54 |
|
IIG.L
Intuitive Investments Group |
Financial Services / Asset Management | -5.45% | £66,181.82 |
| 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 | |||||