CP
Curtis Packer Portfolio
Invests via B.O.S.S. Retirement Advisors LLC | Managed by Tyson Thacker, Ryan Thacker, Curtis Packer, AE Wealth Management LLC (sub-adviser/co-manager)
Invests via B.O.S.S. Retirement Advisors LLC
Managed by Tyson Thacker, Ryan Thacker, Curtis Packer, AE Wealth Management LLC (sub-adviser/co-manager)
Automatically Tracked
Curtis Packer Profile
With a rich entrepreneurial background, Curtis Packer is recognized for his dynamic contributions to the technology sector. He has successfully led innovative ventures focused on developing cutting-edge software solutions that enhance operational efficiency. His leadership in navigating startups from inception through various growth phases showcases a talent for strategic vision and execution. Known for fostering partnerships with key stakeholders, he also plays a critical role in capitalizing on market opportunities, thus positioning himself as an influential figure among tech investors and entrepreneurs alike.
With a rich entrepreneurial background, Curtis Packer is recognized for his dynamic contributions to the technology sector. He has successfully led innovative ventures focused on developing cutting-edge software solutions that enhance operational efficiency. His leadership in navigating startups from inception through various growth phases showcases a talent for strategic vision and execution. Known for fostering partnerships with key stakeholders, he also plays a critical role in capitalizing on market opportunities, thus positioning himself as an influential figure among tech investors and entrepreneurs alike.
Investment Philosophy & Strategy
Capitalizing on the transformative potential of technology, Curtis Packer prioritizes innovative solutions that streamline business operations. His ability to navigate startups through developmental stages underscores a commitment to fostering growth and operational excellence. The focus on cultivating strategic partnerships enhances his approach to investing in high-impact opportunities within the tech landscape. By leveraging market insights and an entrepreneurial mindset, he positions himself as a catalyst for successful ventures aiming at significant disruptions and value creation.
Capitalizing on the transformative potential of technology, Curtis Packer prioritizes innovative solutions that streamline business operations. His ability to navigate startups through developmental stages underscores a commitment to fostering growth and operational excellence. The focus on cultivating strategic partnerships enhances his approach to investing in high-impact opportunities within the tech landscape. By leveraging market insights and an entrepreneurial mindset, he positions himself as a catalyst for successful ventures aiming at significant disruptions and value creation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
48.7%
Gain +0.01%
Monthly
1.16%
Yearly
14.84%
Drawdown
14.25%
$363.81M
Equity
Holdings
$363.81M
Investment
$311.64M
$211.19M
Profit +$3,189.75
Realized
$159.02M
Unrealized
$52.17M
Dividends
$25.41M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$3,189.75
Win %
70%
This Week
Compared To Last Week
Gain
0.001%
Profit
$3,189.75
Win %
70%
This Month
Compared to last month
Gain
-1.33%
Profit
-$4.89M
Win %
70%
This Year
Compared to last year
Gain
-0.69%
Profit
$2.57M
Win %
68%
AMD Advanced Micro Devices, Inc.
+4.73%
+$25,501.36 
QCOM QUALCOMM Incorporated
+4.32%
+$16,451.26 
LITE Lumentum Holdings Inc.
+3.59%
+$16,496.5 
SMR NuScale Power Corporation
+3.34%
+$8,709.12 
WPM Wheaton Precious Metals Corp.
+3.05%
+$9,528.79 
AYI Acuity Brands Inc.
+2.99%
+$11,249.25 
GS The Goldman Sachs Group, Inc.
+2.62%
+$7,916.12 
T AT&T Inc.
+2.52%
+$5,289.02 
VZ Verizon Communications Inc.
+2.49%
+$5,394.87 
JPM JPMorgan Chase & Co.
+2.31%
+$12,413.93 
CAG Conagra Brands Inc.
+2.16%
+$4,441.06 
SYK Stryker Corporation
+2.15%
+$4,585.44 
TSLA Tesla, Inc.
+1.82%
+$65,199.68 
WTM White Mountains Insurance Group Ltd.
+1.74%
+$18,393.83 
SMH VanEck Semiconductor ETF
+1.73%
+$41,157.2 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$75,923.26 
UNP Union Pacific Corporation
+1.65%
+$5,551.53 
WFC Wells Fargo & Company
+1.61%
+$10,403.26 
BAC Bank of America Corporation
+1.56%
+$4,729.14 
GLW Corning Incorporated
+1.5%
+$8,694.65 
GPC Genuine Parts Company
+1.46%
+$7,162.43 
CAT Caterpillar Inc.
+1.44%
+$14,221.07 
TXN Texas Instruments Inc
+1.35%
+$4,872.23 
SPGI S&P Global Inc.
+1.35%
+$7,603.05 
PAYM TrueShares S&P Autocallable Defensive Income ETF
+1.32%
+$19,840.92 
ABBV AbbVie Inc.
+1.32%
+$4,096.64 
HBNC Horizon Bancorp, Inc.
+1.18%
+$7,193.48 
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$11,951.23 
SVOL Simplify Volatility Premium ETF
+1.14%
+$18,043.56 
JNJ Johnson & Johnson
+1.07%
+$3,144.52 
MPC Marathon Petroleum Corporation
+1.06%
+$2,470.83 
DELL Dell Technologies Inc.
+1.05%
+$5,182.96 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$3,509.37 
VTV Vanguard Value ETF
+0.94%
+$2,098.43 
GAEM Simplify Gamma Emerging Market Bond ETF
+0.93%
+$7,212.55 
IWX iShares Russell Top 200 Value ETF
+0.89%
+$17,720.22 
VTWO Vanguard Russell 2000 ETF
+0.86%
+$5,846.89 
THC Tenet Healthcare Corporation
+0.86%
+$4,709.89 
PG Procter & Gamble Co
+0.86%
+$1,845.31 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$2,310.39 
SO The Southern Company
+0.78%
+$3,095.2 
SLV iShares Silver Trust
+0.77%
+$2,059.54 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$1,698.48 
CVX Chevron Corporation
+0.75%
+$2,904.98 
SBUX Starbucks Corporation
+0.74%
+$2,754.24 
UNH UnitedHealth Group Incorporated
+0.73%
+$3,973.86 
HD The Home Depot, Inc.
+0.73%
+$3,386.74 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$3,110.54 
EDIV SPDR S&P Emerging Markets Dividend ETF
+0.7%
+$1,482.48 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$56,431.64 
COST Costco Wholesale Corporation
+0.68%
+$87,279.04 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$25,870 
CMI Cummins Inc.
+0.59%
+$9,129.88 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$4,122.97 
CSGP CoStar Group, Inc.
+0.58%
+$1,208.4 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$47,584.36 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$1,328.79 
SPUC Simplify US Equity PLUS Upside Convexity ETF
+0.57%
+$2,641.3 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$6,109.96 
IVV iShares Core S&P 500 ETF
+0.55%
+$18,531.89 
VOO Vanguard S&P 500 ETF
+0.55%
+$127,314.31 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.54%
+$16,592.2 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$4,357.07 
GOOGL Alphabet Inc
+0.53%
+$13,499.88 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$2,399.78 
IWB iShares Russell 1000 ETF
+0.52%
+$1,366.55 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.51%
+$325,462.42 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$5,339.76 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$3,238.48 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
+0.48%
+$12,504.44 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$24,805.85 
SPYC Simplify US Equity PLUS Convexity ETF
+0.47%
+$2,377.76 
GOOG Alphabet Inc
+0.45%
+$6,284.8 
WMT Walmart Inc.
+0.45%
+$1,774.98 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.42%
+$1,812.97 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.42%
+$2,328.03 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$1,174.08 
SPD Simplify US Equity PLUS Downside Convexity ETF
+0.4%
+$3,670.26 
JANZ TrueShares Structured Outcome January Fund
+0.4%
+$4,104.69 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$67,678.02 
SEPZ TrueShares Structured Outcome September ETF
+0.39%
+$8,260.7 
AUGZ TrueShares Structured Outcome August ETF
+0.39%
+$3,990.52 
BLCR iShares Large Cap Core ACT ETF
+0.39%
+$8,288.94 
VOOG Vanguard S&P 500 Growth ETF
+0.38%
+$7,265.16 
DECZ TrueShares Structured Outcome December ETF
+0.38%
+$3,918.03 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$29,094 
ONEH TrueShares Equity Hedge ETF
+0.36%
+$1,667.7 
PAYH TrueShares S&P Hedged Structured Income High ETF
+0.36%
+$1,815.66 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.35%
+$1,928.3 
OCTZ Trueshares Structured Outcome ETF October
+0.31%
+$1,539.01 
SCHF Schwab International Equity ETF
+0.29%
+$8,781.52 
XOM Exxon Mobil Corporation
+0.28%
+$1,506.28 
FOXY Simplify Currency Strategy ETF
+0.28%
+$6,384 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$35,530.34 
FBCG Fidelity Blue Chip Growth Fund
+0.25%
+$777.91 
SBAR Simplify Barrier Income ETF
+0.24%
+$5,458.2 
SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
+0.24%
+$15,504.64 
OCTW AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.23%
+$10,126.24 
BAI iShares A.I. Innovation and Tech Active ETF
+0.2%
+$8,337.6 
ADP Automatic Data Processing Inc.
+0.2%
+$883.54 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$573.84 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
+0.18%
+$7,101 
VUG Vanguard Growth ETF
+0.18%
+$944.1 
WDIV SPDR S&P Global Dividend ETF
+0.17%
+$912.8 
BNDX Vanguard Total International Bond ETF
+0.17%
+$3,152.56 
SCMC Sterling Capital Multi-Strategy Income ETF
+0.16%
+$3,623.65 
NVDA NVIDIA Corporation
+0.16%
+$11,053.12 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
+0.11%
+$3,655.57 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$461.7 
MSFT Microsoft Corp.
+0.1%
+$4,664.28 
IAUM iShares Gold Trust Micro
+0.1%
+$184.2 
SON Sonoco Products Co.
+0.08%
+$315.08 
SCNM Sterling Capital National Municipal Bond ETF
+0.06%
+$1,263.52 
GLD SPDR Gold Shares
+0.06%
+$678.26 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$419.12 
BUCK Simplify Treasury Option Income ETF
+0.04%
+$1,353.32 
TJX The TJX Companies, Inc.
+0.04%
+$117.25 
CLIP Global X 1-3 Month T-Bill ETF
+0.04%
+$522.76 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$386.4 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$476.58 
CORO Ishares International Country Rotational Active ETF
+0.03%
+$2,224.01 
SHV iShares Short Treasury Bond ETF
+0.03%
+$83.22 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.02%
+$103.1 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$259.62 
ORCL Oracle Corporation
+0.02%
+$54.31 
MCD McDonald's Corporation
+0.01%
+$31.17 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
JCI
0%
$0 
MASI Masimo Corporation
0%
$0 
ONEZ
0%
$0 
SCEC Sterling Capital Enhanced Cash ETF
0%
$0 
SCEP Sterling Capital Hedged Equity Premium Income ETF
0%
$0 
SPLS
0%
$0 
RR Richtech Robotics Inc.
-7.39%
-$1,747.94 
LRMR Larimar Therapeutics Inc.
-3.61%
-$1,580.02 
LLY Eli Lilly and Company
-2.41%
-$8,832.18 
PLTR Palantir Technologies Inc.
-2.36%
-$5,166.48 
SHLD Global X Defense Tech ETF
-2.04%
-$37,091.04 
SHOP Shopify Inc.
-2.02%
-$6,841.64 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$12,216.18 
AAPL Apple Inc.
-1.52%
-$86,809.5 
MU Micron Technology, Inc.
-1.43%
-$24,127.94 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$3,482.32 
VEEV Veeva Systems Inc.
-1.24%
-$2,749.69 
AMZN Amazon.com Inc
-1.23%
-$48,129.44 
CTA Simplify Managed Futures Strategy ETF
-1.22%
-$38,345.3 
PRPL Purple Innovation Inc.
-1.18%
-$500 
BA Boeing Company
-1.16%
-$8,191.49 
IBM International Business Machines Corporation
-0.95%
-$8,704.42 
AVGO Broadcom Inc.
-0.91%
-$12,974.51 
ODFL Old Dominion Freight Line, Inc.
-0.81%
-$2,074.31 
WEX Wex Inc.
-0.63%
-$1,840.4 
CSCO Cisco Systems, Inc.
-0.6%
-$3,767.54 
ETN Eaton Corporation plc
-0.57%
-$1,581.75 
SNPS Synopsys, Inc.
-0.53%
-$1,528.8 
OZ Belpointe PREP LLC
-0.37%
-$2,566.32 
VGLT Vanguard Long-Term Treasury Fund
-0.27%
-$841.05 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.27%
-$7,452.01 
META Meta Platforms Inc Class A
-0.26%
-$4,116.58 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$793.38 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.22%
-$2,060.5 
THQ Abrdn Healthcare Opportunities Fund
-0.21%
-$480 
MOG-B Moog Inc.
-0.19%
-$1,330.56 
AGGH Simplify Aggregate Bond ETF
-0.17%
-$3,930.36 
ICLO Invesco AAA CLO Floating Rate Note ETF
-0.16%
-$2,062.44 
MBB iShares MBS ETF
-0.15%
-$450.38 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$6,793.29 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$777.91 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$976.12 
SCSB Sterling Capital Short Duration Bond ETF
-0.08%
-$344.92 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$159.72 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$2,670.24 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$72.88 
IWY iShares Russell Top 200 Growth ETF
0%
-$115.52 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2646 | Longs Won 1676/2646 63% | Profit Factor 9.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $485,053.34 |
| Average Win $140,307.56 | Best Trade (Dec 31) $15.76M | Sharpe Ratio -10.93 |
| Average Loss -$24,756.93 | Worst Trade (Dec 30) -$1.03M | Z-Score -14.84 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2d | Expectancy $79,813.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
