Courage Miller Partners, LLC Portfolio Holdings

Courage Miller Partners, LLC

  • $297 Million
  • Q3 2024

Courage Miller Partners, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $297 Million distributed in 81 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 $41.3M, Schwab Strategic Tr Intl Eqty with a value of $25.9M, Ihares Core 1 5 Years Usd Bond with a value of $24.5M, Ishares Trust Ishares 1 5 Year with a value of $20.4M, and Schwab Short Term Us Treasury with a value of $17.8M.

Examining the 13F form we can see an increase of $19.7M in the current position value, from $277M to 297M.

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

Portfolio value $297 Million
ETFs: $285 Million
Technology: $2.72 Million
Financial Services: $1.95 Million
Consumer Cyclical: $1.75 Million
Communication Services: $1.31 Million
Industrials: $1.28 Million
Energy: $1.23 Million
Consumer Defensive: $806,000
Other: $504,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$83.3B
$431,000 0.15% of portfolio
1,775
Q1 2022 Added 3.68%
$0
$415,000 0.14% of portfolio
8,261
Q2 2024 Reduced 1.14%
$0
$423,000 0.14% of portfolio
6,254
Q3 2024 Added 2.27%
$0
$392,000 0.13% of portfolio
8,262
Q2 2024 Reduced 1.96%
$0
$384,000 0.13% of portfolio
8,377
Q3 2024 Reduced 3.79%
$0
$383,000 0.13% of portfolio
4,664
Q3 2024 Reduced 7.97%
$0
$284,000 0.1% of portfolio
2,806
Q3 2024 Reduced 13.02%
$0
$294,000 0.1% of portfolio
2,179
Q3 2024 Reduced 1.31%
$0
$292,000 0.1% of portfolio
4,442
Q3 2024 Reduced 1.07%
$0
$306,000 0.1% of portfolio
1,555
Q3 2024 Reduced 0.83%
$0
$266,000 0.09% of portfolio
1,122
Q3 2024 Reduced 0.97%
$0
$246,000 0.08% of portfolio
2,510
Q4 2022 New
$0
$228,000 0.08% of portfolio
866
Q1 2024 New
$0
$207,000 0.07% of portfolio
2,354
Q3 2024 New
$0
$201,000 0.07% of portfolio
7,898
Q3 2024 New
$0
$0 0.0% of portfolio
1,983
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $297 Million
  • Prior Value $277 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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