Courage Miller Partners, LLC Portfolio Holdings

Courage Miller Partners, LLC

  • $294 Million
  • Q1 2025

Courage Miller Partners, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $294 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $39.9M, Schwab Strategic Tr Intl Eqty with a value of $26.3M, Ihares Core 1 5 Years Usd Bond with a value of $25.2M, Ishares Trust Ishares 1 5 Year with a value of $21M, and Schwab Short Term Us Treasury with a value of $18.4M.

Examining the 13F form we can see an increase of $3.07M in the current position value, from $291M to 294M.

Below you can find more details about Courage Miller Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $294 Million
ETFs: $283 Million
Technology: $2.48 Million
Financial Services: $2.24 Million
Consumer Cyclical: $1.78 Million
Energy: $1.25 Million
Industrials: $1.23 Million
Communication Services: $1.22 Million
Consumer Defensive: $1.1 Million
Other: $484,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.9 Million 13.56% of portfolio
1,808,499
Q1 2025 Reduced 0.11%
$0
$26.3 Million 8.93% of portfolio
1,328,854
Q1 2025 Added 4.55%
$0
$25.2 Million 8.54% of portfolio
520,195
Q1 2025 Added 0.3%
$0
$21 Million 7.12% of portfolio
400,101
Q1 2025 Added 0.77%
$0
$18.4 Million 6.26% of portfolio
757,138
Q1 2025 Added 0.47%
$0
$17.2 Million 5.85% of portfolio
234,431
Q1 2025 Added 0.83%
$0
$12 Million 4.07% of portfolio
428,548
Q1 2025 Added 2.03%
$0
$11.3 Million 3.85% of portfolio
432,841
Q1 2025 Added 3.62%
$0
$9.8 Million 3.33% of portfolio
455,456
Q1 2025 Added 2.77%
$0
$9.77 Million 3.32% of portfolio
56,392
Q1 2025 Added 11.55%
$0
$8.13 Million 2.76% of portfolio
347,080
Q1 2025 Added 4.1%
$0
$7.25 Million 2.46% of portfolio
289,550
Q1 2025 Added 1.52%
$0
$7.26 Million 2.46% of portfolio
160,326
Q1 2025 Added 2.0%
$0
$7.13 Million 2.42% of portfolio
268,274
Q1 2025 Added 2.76%
$0
$6.63 Million 2.25% of portfolio
184,791
Q1 2025 Added 2.75%
$0
$6.13 Million 2.08% of portfolio
222,293
Q1 2025 Added 1.63%
$0
$4.23 Million 1.44% of portfolio
54,088
Q1 2025 Added 0.3%
$0
$2.54 Million 0.86% of portfolio
4,515
Q1 2025 Reduced 0.33%
$0
$2.4 Million 0.82% of portfolio
45,704
Q4 2024 Reduced -0.0%
$0
$2.37 Million 0.8% of portfolio
29,813
Q1 2025 Added 3.5%
$0
$2.29 Million 0.78% of portfolio
29,706
Q1 2025 Added 2.96%
$3.42T
$1.98 Million 0.67% of portfolio
8,930
Q1 2025 Reduced 2.18%
$0
$1.92 Million 0.65% of portfolio
42,247
Q1 2025 Added 11.85%
$0
$1.86 Million 0.63% of portfolio
26,084
Q1 2025 Reduced 2.22%
$0
$1.57 Million 0.53% of portfolio
20,772
Q1 2025 Added 6.08%
$0
$1.53 Million 0.52% of portfolio
20,575
Q1 2025 Reduced 1.42%
$694B
$1.52 Million 0.52% of portfolio
2,850
Q2 2024 Reduced 1.04%
$1.88T
$1.5 Million 0.51% of portfolio
7,900
Q1 2025 Added 0.06%
$0
$1.43 Million 0.48% of portfolio
5,187
Q1 2025 Added 0.02%
$0
$1.29 Million 0.44% of portfolio
16,464
Q1 2025 Added 2.55%
$440B
$1.25 Million 0.42% of portfolio
10,522
Q3 2024 Reduced 0.63%
$0
$1.25 Million 0.42% of portfolio
15,044
Q1 2025 Added 3.37%
$133B
$1.23 Million 0.42% of portfolio
5,188
Q3 2023 Reduced 19.79%
$0
$1.16 Million 0.39% of portfolio
2,078
Q4 2024 Reduced 1.89%
$0
$1.1 Million 0.37% of portfolio
15,784
Q1 2025 Reduced 0.43%
$0
$985,000 0.33% of portfolio
8,923
Q1 2025 Added 1.09%
$0
$942,000 0.32% of portfolio
12,313
Q1 2025 Added 0.02%
$957B
$941,000 0.32% of portfolio
6,090
Q3 2023 Reduced 0.86%
$0
$913,000 0.31% of portfolio
7,081
Q3 2024 Reduced 0.8%
$440B
$860,000 0.29% of portfolio
910
Q1 2024 Added 0.33%
$0
$741,000 0.25% of portfolio
6,675
Q1 2025 Reduced 60.47%
$0
$734,000 0.25% of portfolio
12,591
Q1 2025 Added 2.42%
$0
$644,000 0.22% of portfolio
8,427
Q1 2025 Reduced 2.01%
$0
$640,000 0.22% of portfolio
14,215
Q1 2025 Reduced 1.26%
$0
$622,000 0.21% of portfolio
6,499
Q1 2025 Added 1.34%
$0
$606,000 0.21% of portfolio
10,229
Q1 2025 Reduced 1.3%
$0
$552,000 0.19% of portfolio
4,750
Q4 2022 Reduced 33.1%
$0
$551,000 0.19% of portfolio
6,383
Q1 2025 Reduced 0.25%
$0
$544,000 0.18% of portfolio
10,084
Q4 2024 Reduced 0.03%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $294 Million
  • Prior Value $291 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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