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
$558,000 0.19% of portfolio
4,750
Q4 2022 Reduced 33.1%
$0
$549,000 0.19% of portfolio
12,899
Q3 2024 Added 15.25%
$0
$546,000 0.19% of portfolio
4,739
Q4 2024 Reduced 0.19%
$0
$512,000 0.18% of portfolio
9,562
Q4 2024 Reduced 0.41%
$0
$518,000 0.18% of portfolio
6,399
Q4 2024 Reduced 0.08%
$0
$538,000 0.18% of portfolio
1,998
Q3 2024 Reduced 7.84%
$0
$527,000 0.18% of portfolio
10,084
Q4 2024 Reduced 0.03%
$0
$469,000 0.16% of portfolio
8,171
Q4 2024 Reduced 0.02%
$86B
$429,000 0.15% of portfolio
1,775
Q1 2022 Added 3.68%
$0
$405,000 0.14% of portfolio
8,261
Q2 2024 Reduced 1.14%
$0
$382,000 0.13% of portfolio
6,303
Q4 2024 Added 0.78%
$0
$377,000 0.13% of portfolio
4,662
Q4 2024 Reduced 0.04%
$523B
$379,000 0.13% of portfolio
1,200
Q3 2021 Reduced 6.25%
$0
$373,000 0.13% of portfolio
16,466
Q4 2024 Added 99.3%
$1.2T
$340,000 0.12% of portfolio
1,789
Q1 2024 Added 1.65%
$0
$349,000 0.12% of portfolio
8,369
Q4 2024 Reduced 0.1%
$0
$296,000 0.1% of portfolio
1,555
Q3 2024 Reduced 0.83%
$164B
$296,000 0.1% of portfolio
595
Q1 2023 New
$207B
$255,000 0.09% of portfolio
883
Q4 2024 Reduced 2.43%
$0
$271,000 0.09% of portfolio
2,805
Q4 2024 Reduced 0.04%
$0
$269,000 0.09% of portfolio
1,122
Q3 2024 Reduced 0.97%
$690B
$252,000 0.09% of portfolio
327
Q1 2024 New
$0
$267,000 0.09% of portfolio
4,440
Q4 2024 Reduced 0.05%
$0
$228,000 0.08% of portfolio
866
Q1 2024 New
$209B
$228,000 0.08% of portfolio
438
Q3 2024 New
$0
$215,000 0.07% of portfolio
2,510
Q4 2022 New
$0
$208,000 0.07% of portfolio
2,354
Q3 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.82%
$0
$0 0.0% of portfolio
1,983
Q1 2024 New

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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