FUTURE YOU WEALTH LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, FUTURE YOU WEALTH LLC opened 6 positions, added to 6, reduced 4, sold out of 0 and left 3 unchanged. The largest increase in value was BRKB (+$570,780); the largest decrease was AAPL (-$199,018).
- META: Country of operation United States; Class CL A; Shares 2025-03-31 1,779; Shares 2025-06-30 1,784.
- NVDA: Country of operation United States; Class COM; Shares 2025-03-31 5,041; Shares 2025-06-30 5,282.
- AMZN: Country of operation United States; Class COM; Shares 2025-03-31 4,789; Shares 2025-06-30 5,073.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2025-03-31 5,022; Shares 2025-06-30 5,033.
Two Form 13F-HR filings compared (SEC CIK 2055142): 2025-03-31 (filed 2025-05-02) and 2025-06-30 (filed 2025-07-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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