| Stock | Sector / Industry | P/L % | MPV |
|
|---|---|---|---|---|
|
|
III.L
3i Group |
Financial Services / Asset Management | 571.53% | £470,070.87 |
|
|
GOOG
Alphabet |
Communication Services / Internet Content & Information | 133.58% | £163,509.28 |
|
|
ASML
ASML |
Technology / Semiconductor Equipment & Materials | 90.99% | £133,693.73 |
|
|
LYG
Lloyds Bank |
Financial Services / Banks - Regional | 66.16% | £116,314.20 |
|
|
IMB.L
Imperial Brands |
Consumer Defensive / Tobacco | 64.12% | £114,886.36 |
|
|
BRK-A
Berkshire Hathaway |
Financial Services / Insurance - Diversified | 32.80% | £92,956.65 |
|
|
MOH.F
Lvmh Moet Hennessy |
Consumer Cyclical / Luxury Goods | 20.75% | £84,523.75 |
|
|
AMZN
Amazon |
Consumer Cyclical / Internet Retail | 8.70% | £76,086.95 |
|
|
MA
Mastercard |
Financial Services / Credit Services | -1.30% | £69,091.75 |
|
|
V
Visa |
Financial Services / Credit Services | -4.28% | £67,005.70 |
|
|
MSFT
Microsoft |
Technology / Software - Infrastructure | -5.36% | £66,251.04 |
|
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 | |||||