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FUTURE YOU WEALTH LLC Last Quarter Change: USA Stocks, Added

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.

StockCountry of operationClassShares 2025-03-31Shares 2025-06-30Share changeValue 2025-03-31Value 2025-06-30Value change
META
META PLATFORMS INC
United StatesCL A1,7791,784+5$1,025,344$1,316,753+$291,409
NVDA
NVIDIA CORPORATION
United StatesCOM5,0415,282+241$546,344$834,503+$288,159
AMZN
AMAZON COM INC
United StatesCOM4,7895,073+284$911,155$1,112,965+$201,810
GOOG
ALPHABET INC
United StatesCAP STK CL C5,0225,033+11$784,587$892,742+$108,155
GOOGL
ALPHABET INC
United StatesCAP STK CL A1,6051,645+40$248,211$289,914+$41,703
ULTA
ULTA BEAUTY INC
United StatesCOM3,9003,907+7$232,245$241,838+$9,593

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