| Stock | Sector / Industry | P/L % | MPV |
|
|---|---|---|---|---|
|
|
III.L
3i Group |
Financial Services / Asset Management | 465.86% | £396,102.55 |
|
|
GOOG
Alphabet |
Communication Services / Internet Content & Information | 149.19% | £174,431.55 |
|
|
ASML
ASML |
Technology / Semiconductor Equipment & Materials | 134.72% | £164,302.55 |
|
|
LYG
Lloyds Bank |
Financial Services / Banks - Regional | 79.46% | £125,619.34 |
|
IIG.L
Intuitive Investments Group |
Financial Services / Asset Management | 76.00% | £123,200.00 | |
|
|
BRK-A
Berkshire Hathaway |
Financial Services / Insurance - Diversified | 39.45% | £97,612.28 |
|
|
IMB.L
Imperial Brands |
Consumer Defensive / Tobacco | 35.06% | £94,545.45 |
|
|
AMZN
Amazon |
Consumer Cyclical / Internet Retail | 18.20% | £82,737.15 |
|
|
V
Visa |
Financial Services / Credit Services | 8.68% | £76,077.03 |
|
|
MA
Mastercard |
Financial Services / Credit Services | 5.01% | £73,508.25 |
|
|
MSFT
Microsoft |
Technology / Software - Infrastructure | 3.65% | £72,552.27 |
|
|
MOH.F
Lvmh Moet Hennessy |
Consumer Cyclical / Luxury Goods | -12.04% | £61,571.71 |
| 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 | |||||