| Stock | Sector / Industry | P/L % | MPV |
|
|---|---|---|---|---|
|
|
III.L
3i Group |
Financial Services / Asset Management | 367.90% | £327,532.31 |
|
|
ASML
ASML |
Technology / Semiconductor Equipment & Materials | 177.93% | £194,549.41 |
|
|
GOOG
Alphabet |
Communication Services / Internet Content & Information | 166.43% | £186,500.87 |
|
IIG.L
Intuitive Investments Group |
Financial Services / Asset Management | 122.55% | £155,781.82 | |
|
|
LYG
Lloyds Bank |
Financial Services / Banks - Regional | 67.37% | £117,160.12 |
|
|
IMB.L
Imperial Brands |
Consumer Defensive / Tobacco | 49.19% | £104,431.82 |
|
|
BRK-A
Berkshire Hathaway |
Financial Services / Insurance - Diversified | 33.91% | £93,737.36 |
|
|
AMZN
Amazon |
Consumer Cyclical / Internet Retail | 15.00% | £80,497.36 |
|
|
MOH.F
Lvmh Moet Hennessy |
Consumer Cyclical / Luxury Goods | 10.30% | £77,209.20 |
|
|
V
Visa |
Financial Services / Credit Services | -3.86% | £67,297.72 |
|
|
MA
Mastercard |
Financial Services / Credit Services | -9.08% | £63,640.97 |
|
|
MSFT
Microsoft |
Technology / Software - Infrastructure | -21.00% | £55,301.52 |
| 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 | |||||