“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · (no PTR trades after report date)
Estimated total: $20.2M–$88.9M across 55 positions.
Based on the annual report CY2025 and trades reported after it, Rep. John W. Rose holds an estimated 55 positions worth $20.2M–$88.9M in total. The largest estimated holding is Rose Farm, 100% Interest ($5M–$25M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| Rose Farm, 100% Interest | Other | $5M–$25M | High | Report |
| Smith Fork Ventures, Inc. Demand Note, Nashville, TN | Other | $5M–$25M | High | Report |
| Smith Fork Ventures, Inc., Nashville, TN, 92% Interest | Private | $5M–$25M | High | Report |
| First Freedom Bancshares, Lebanon, TN Stock | Stock | $1M–$5M | High | Report |
| MSFT Raymond James Brokerage Account ⇒ Microsoft Corporation (MSF | Stock | $750K–$1.5M | High | Report |
| Citizens Bank, Carthage, TN Stock | Stock | $500K–$1M | High | Report |
| Sun Life Assurance Company Whole Life Policy | Other | $500K–$1M | High | Report |
| Boson Holdings, LLC 401K Plan ⇒ American Funds 2030 TRGT Dat | Fund/ETF | $500K–$1M | High | Report |
| Raymond James Brokerage Account ⇒ Growth Fund of America Cla | Fund/ETF | $500K–$1M | High | Report |
| Tennesssee Farmers Life Insurance Co., Columbia, TN Stock | Stock | $250K–$500K | High | Report |
| Farm Trust | Real estate | $100K–$250K | High | Report |
| John Rose for Tennessee Campaign Loan, Cookeville, TN | Other | $100K–$250K | High | Report |
| Anthem CityLine/Bay Capital Partners, LP, 1% Interest | Private | $50K–$100K | High | Report |
| Broad River/MP, LP, 1% Interest | Private | $50K–$100K | High | Report |
| Citizens Bank, Carthage, TN Accounts | Cash | $50K–$100K | High | Report |
| First Farmers and Merchants Corp., Columbia, TN Stock | Stock | $50K–$100K | High | Report |
| First Freedom Bank, Lebanon, TN Account | Cash | $50K–$100K | High | Report |
| Heyward/HK, LP, 1% Interest | Private | $50K–$100K | High | Report |
| Tennessee Farmers Life Insurance Company Universal Life Poli | Other | $50K–$100K | High | Report |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Azora at | Private | $50K–$100K | High | Report |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Brookleig | Private | $50K–$100K | High | Report |
| John Williams Rose RIRA ⇒ AB Relative Value Fund Class A M/F | Fund/ETF | $50K–$100K | High | Report |
| BAC John Williams Rose RIRA ⇒ Bank of America Corporation (BAC) | Stock | $50K–$100K | High | Report |
| FNSXX John Williams Rose RIRA ⇒ FIMM Money Market (FNSXX) | Cash | $50K–$100K | High | Report |
| John Williams Rose RIRA ⇒ INVESCO Income Advantage U.S. Fund | Fund/ETF | $50K–$100K | High | Report |
| John Williams Rose RIRA ⇒ Massachusetts Investors Growth Sto | Fund/ETF | $50K–$100K | High | Report |
| CHIPS III AC, LP, 1% Interest | Private | $15K–$50K | High | Report |
| First National Bank of Tennessee, Livingston, TN Accounts | Cash | $15K–$50K | High | Report |
| Tennessee Farmers Assurance Co., Columbia, TN Stock | Stock | $15K–$50K | High | Report |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Avere Sou | Private | $15K–$50K | High | Report |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Duet, 7% | Private | $15K–$50K | High | Report |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Gibson Fl | Private | $15K–$50K | High | Report |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Latitude | Private | $15K–$50K | High | Report |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ The Artes | Private | $15K–$50K | High | Report |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ The Colli | Private | $15K–$50K | High | Report |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ The Edge, | Private | $15K–$50K | High | Report |
| Chelsea Brooke Rose IRA ⇒ JPMorgan Investor Growth Fund CL C | Fund/ETF | $15K–$50K | High | Report |
| John Williams Rose RIRA ⇒ Fidelity Advisor Small Cap Fund Cl | Fund/ETF | $15K–$50K | High | Report |
| John Williams Rose RIRA ⇒ Invesco EQV International Equity F | Fund/ETF | $15K–$50K | High | Report |
| John Williams Rose RIRA ⇒ MFS Growth Fund Class A M/F | Fund/ETF | $15K–$50K | High | Report |
| John Williams Rose RIRA ⇒ MFS Mid Cap Growth Fund Class C M/ | Fund/ETF | $15K–$50K | High | Report |
| John Williams Rose RIRA ⇒ Thornburg Small Mid Cap Core Fund | Fund/ETF | $15K–$50K | High | Report |
| Raymond James Brokerage Account ⇒ Raymond James Client Inter | Cash | $15K–$50K | High | Report |
| Nationwide Life Insurance Whole Life Policy | Other | $1K–$15K | High | Report |
| Pavilion Land Partnership, LP, 1% Interest | Private | $1K–$15K | High | Report |
| Pinnacle National Bank, Nashville, TN Account | Cash | $1K–$15K | High | Report |
| Tennessee Farmers Life Insurance Company Fixed Annuity | Annuity | $1K–$15K | High | Report |
| Carter-Haston Multifamily Value Fund V HNW, L.P. ⇒ Note 16, | Private | $1K–$15K | High | Report |
| CHIPS III AC, LP ⇒ Anthem CityLine, 33% Interest | Private | $1K–$15K | High | Report |
| CHIPS III AC, LP ⇒ Parc at Broad River, 36% Interest | Private | $1K–$15K | High | Report |
| CHIPS III AC, LP ⇒ Whitepalm, 30% Interest | Private | $1K–$15K | High | Report |
| John Williams Rose RIRA ⇒ Raymond James Bank Deposit Program | Cash | $1K–$15K | High | Report |
| VOC John Williams Rose RIRA ⇒ VOC Energy Trust Units of Benefici | Stock | $1K–$15K | High | Report |
| Chelsea Brooke Rose IRA ⇒ Raymond James Bank Deposit Program | Cash | $1–$1K | High | Report |
| COHR John Williams Rose RIRA ⇒ Coherent Corp. (COHR) | Stock | $1–$1K | High | Report |
Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.