Courage Miller Partners, LLC Portfolio Holdings

Courage Miller Partners, LLC

  • $291 Million
  • Q4 2024

Courage Miller Partners, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $291 Million distributed in 80 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 $42M, Ihares Core 1 5 Years Usd Bond with a value of $24.8M, Schwab Strategic Tr Intl Eqty with a value of $23.5M, Ishares Trust Ishares 1 5 Year with a value of $20.5M, and Schwab Short Term Us Treasury with a value of $18.1M.

Examining the 13F form we can see an decrease of $5.33M in the current position value, from $297M to 291M.

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

Portfolio value $291 Million
ETFs: $279 Million
Technology: $2.84 Million
Consumer Cyclical: $1.99 Million
Financial Services: $1.97 Million
Communication Services: $1.49 Million
Industrials: $1.18 Million
Energy: $1.13 Million
Consumer Defensive: $833,000
Other: $480,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42 Million 14.4% of portfolio
1,810,509
Q4 2024 Added 197.36%
$0
$24.8 Million 8.5% of portfolio
518,656
Q4 2024 Added 2.85%
$0
$23.5 Million 8.07% of portfolio
1,271,041
Q4 2024 Added 101.97%
$0
$20.5 Million 7.04% of portfolio
397,056
Q4 2024 Added 2.63%
$0
$18.1 Million 6.22% of portfolio
753,619
Q4 2024 Added 107.45%
$0
$16.7 Million 5.74% of portfolio
232,496
Q4 2024 Added 2.23%
$0
$11.6 Million 3.97% of portfolio
417,704
Q4 2024 Added 200.32%
$0
$11.5 Million 3.94% of portfolio
420,025
Q4 2024 Added 200.35%
$0
$9.33 Million 3.2% of portfolio
443,164
Q4 2024 Added 0.81%
$0
$8.86 Million 3.04% of portfolio
50,552
Q4 2024 Added 2.88%
$0
$8.62 Million 2.96% of portfolio
333,401
Q4 2024 Added 100.6%
$0
$7.95 Million 2.73% of portfolio
285,204
Q4 2024 Added 296.43%
$0
$6.92 Million 2.38% of portfolio
157,184
Q4 2024 Reduced 0.26%
$0
$6.81 Million 2.34% of portfolio
261,064
Q4 2024 Added 198.8%
$0
$6.17 Million 2.12% of portfolio
179,851
Q4 2024 Added 0.73%
$0
$5.82 Million 2.0% of portfolio
218,733
Q4 2024 Reduced 0.48%
$0
$4.17 Million 1.43% of portfolio
53,925
Q4 2024 Added 0.26%
$0
$2.67 Million 0.91% of portfolio
4,530
Q4 2024 Reduced 0.48%
$0
$2.5 Million 0.86% of portfolio
28,806
Q4 2024 Reduced 0.25%
$0
$2.35 Million 0.81% of portfolio
45,704
Q4 2024 Reduced -0.0%
$0
$2.31 Million 0.79% of portfolio
28,851
Q4 2024 Reduced 0.62%
$3.85T
$2.29 Million 0.78% of portfolio
9,129
Q4 2024 Added 0.02%
$0
$2.01 Million 0.69% of portfolio
26,675
Q4 2024 Reduced 1.51%
$0
$1.8 Million 0.62% of portfolio
16,888
Q3 2023 Reduced 0.31%
$2.42T
$1.73 Million 0.59% of portfolio
7,895
Q3 2024 Reduced 0.38%
$0
$1.61 Million 0.55% of portfolio
37,772
Q4 2024 Added 1.82%
$0
$1.55 Million 0.53% of portfolio
20,872
Q4 2024 Reduced 0.16%
$0
$1.5 Million 0.52% of portfolio
5,186
Q4 2024 Reduced 0.02%
$0
$1.4 Million 0.48% of portfolio
16,054
Q4 2024 Reduced 0.81%
$0
$1.38 Million 0.47% of portfolio
19,582
Q4 2024 Added 1.41%
$0
$1.31 Million 0.45% of portfolio
14,554
Q4 2024 Reduced 0.51%
$611B
$1.29 Million 0.44% of portfolio
2,850
Q2 2024 Reduced 1.04%
$0
$1.22 Million 0.42% of portfolio
2,078
Q4 2024 Reduced 1.89%
$153B
$1.18 Million 0.41% of portfolio
5,188
Q3 2023 Reduced 19.79%
$1.2T
$1.15 Million 0.4% of portfolio
6,090
Q3 2023 Reduced 0.86%
$453B
$1.13 Million 0.39% of portfolio
10,522
Q3 2024 Reduced 0.63%
$0
$1.05 Million 0.36% of portfolio
15,852
Q4 2024 Reduced 0.21%
$0
$971,000 0.33% of portfolio
8,827
Q4 2024 Added 0.18%
$0
$920,000 0.32% of portfolio
12,311
Q4 2024 Reduced 0.23%
$0
$903,000 0.31% of portfolio
7,081
Q3 2024 Reduced 0.8%
$427B
$833,000 0.29% of portfolio
910
Q1 2024 Added 0.33%
$0
$766,000 0.26% of portfolio
12,294
Q4 2024 Added 0.24%
$0
$766,000 0.26% of portfolio
15,200
Q4 2022 Added 70.79%
$0
$712,000 0.24% of portfolio
14,397
Q4 2024 Reduced 0.94%
$0
$657,000 0.23% of portfolio
10,364
Q4 2024 Reduced 0.38%
$0
$658,000 0.23% of portfolio
8,600
Q4 2024 Reduced 1.25%
$0
$571,000 0.2% of portfolio
5,627
Q4 2024 Reduced 0.12%
$0
$596,000 0.2% of portfolio
6,413
Q4 2024 Added 0.93%
$3.3T
$554,000 0.19% of portfolio
1,316
Q4 2024 Reduced 5.6%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $291 Million
  • Prior Value $297 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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