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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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