David Cheston Rouzer
David Cheston Rouzer (NC-7) disclosed a net worth range between -$106K and $1.2M in their 2021 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2021 | 2022-05-16 | -$106K – $1.2M |
Disclosed assets
The assets David Cheston Rouzer itemised in their 2021 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| Avantax Investment Services ⇒ T Rowe Price Blue Chip Growth Inc. | IH |
Tax-Deferred
|
$100K - $250K |
| Avantax Investment Services ⇒ Virtus-Mid Cap Core Fund Cl 1 | MF |
Tax-Deferred
|
$50K - $100K |
| Wasatch Global Investors ⇒ Wasatch Ultra Growth Fund | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$50K - $100K |
| Avantax Investment Services ⇒ BARON EMERGING MARKETS FUND INSTL | MF |
Tax-Deferred
|
$15K - $50K |
| Avantax Investment Services ⇒ BARON SMALL CAP FUND INSTL CLASS | MF |
Tax-Deferred
|
$15K - $50K |
| Avantax Investment Services ⇒ Bank Deposit Sweep Program | BA |
Tax-Deferred
|
$15K - $50K |
| Avantax Investment Services ⇒ DODGE & COX STOCK | MF |
Tax-Deferred
|
$15K - $50K |
| Avantax Investment Services ⇒ FIRST EAGLE GLOBAL CLASS I | MF |
Tax-Deferred
|
$15K - $50K |
| Avantax Investment Services ⇒ FIRST TR EXCHANGE TRADED FD II HEALTH | EF |
Tax-Deferred
|
$15K - $50K |
| Avantax Investment Services ⇒ FIRST TR VALUE LINE DIVID INDEX FD SHS | EF |
Tax-Deferred
|
$15K - $50K |
| Avantax Investment Services ⇒ ISHARES TRUST ISHARES CORE HIGH DIVIDEND | EF |
Tax-Deferred
|
$15K - $50K |
| Avantax Investment Services ⇒ MFS INTERNATIONAL DIVERSIFICATION CLASS I | MF |
Tax-Deferred
|
$15K - $50K |
| Avantax Investment Services ⇒ T ROWE PRICE CAP APPRECIATION | IH |
Tax-Deferred
|
$15K - $50K |
| Avantax Investment Services ⇒ VANGUARD SMALL CAP STOCK INDEX ADMIRAL | MF |
Tax-Deferred
|
$15K - $50K |
| Avantax Investment Services ⇒ Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversi (EXG) | ST |
Tax-Deferred
|
$1K - $15K |
| Avantax Investment Services ⇒ FIDELTIY ADVISOR REAL ESTATE INC I | MF |
Tax-Deferred
|
$1K - $15K |
| Avantax Investment Services ⇒ ISHARES RUSSELL 1000 INDEX FUND | EF |
Tax-Deferred
|
$1K - $15K |
| Avantax Investment Services ⇒ ISHARES TR U.S. MED DVC ETF | EF |
Tax-Deferred
|
$1K - $15K |
| Avantax Investment Services ⇒ ISHARES TRUST CORE DIVID GWTH | EF |
Tax-Deferred
|
$1K - $15K |
| Avantax Investment Services ⇒ Morgan Stanley International Advantage Class I | MF |
Tax-Deferred
|
$1K - $15K |
| Avantax Investment Services ⇒ PGIM TOTAL RETURN BOND CL Z | MF |
Tax-Deferred
|
$1K - $15K |
| Avantax Investment Services ⇒ PIMCO ETF TR ACTIVE BD ETF | EF |
Tax-Deferred
|
$1K - $15K |
| Avantax Investment Services ⇒ PIMCO INC CL 12 | MF |
Tax-Deferred
|
$1K - $15K |
| Avantax Investment Services ⇒ PIMCO TOTAL RETURN FUND CL 12 | MF |
Tax-Deferred
|
$1K - $15K |
| Avantax Investment Services ⇒ PRINCIPAL REAL ESTATE SEC INSTL CL | MF |
Tax-Deferred
|
$1K - $15K |
| Avantax Investment Services ⇒ Select Sector SPDR TR Financial | EF |
Tax-Deferred
|
$1K - $15K |
| First Citizens Bank ⇒ Personal Checking Account | BA | — | $1K - $15K |
| Goldman Sachs Bank ⇒ Marcus Savings Account | BA |
$1 - $200
Interest
|
$1K - $15K |
| TD WATERHOUSE CLEARING ⇒ Advanced Micro Devices, Inc. (AMD) | ST |
Tax-Deferred
|
$1K - $15K |
| TD WATERHOUSE CLEARING ⇒ Altria Group, Inc. (MO) | ST |
Tax-Deferred
|
$1K - $15K |
| TD WATERHOUSE CLEARING ⇒ BRK Inc (BRKK) | ST |
Tax-Deferred
|
$1K - $15K |
| TD WATERHOUSE CLEARING ⇒ Boeing Company (BA) | ST |
Tax-Deferred
|
$1K - $15K |
| TD WATERHOUSE CLEARING ⇒ CASH | IH |
Tax-Deferred
|
$1K - $15K |
| TD WATERHOUSE CLEARING ⇒ Mastercard Incorporated (MA) | ST |
Tax-Deferred
|
$1K - $15K |
| TD WATERHOUSE CLEARING ⇒ NVIDIA Corporation (NVDA) | ST |
Tax-Deferred
|
$1K - $15K |
| TD WATERHOUSE CLEARING ⇒ Pinterest, Inc. Class A (PINS) | ST |
Tax-Deferred
|
$1K - $15K |
| TD WATERHOUSE CLEARING ⇒ SPDR GOLD TR GOLD SHS ETF | EF |
Tax-Deferred
|
$1K - $15K |
| TD WATERHOUSE CLEARING ⇒ SPDR Series Trust Portfolio S&P 1500 Comp STK ETF | EF |
Tax-Deferred
|
$1K - $15K |
| TD WATERHOUSE CLEARING ⇒ SPDR Series Trust S&P Homebuilders ETF | EF |
Tax-Deferred
|
$1K - $15K |
| TD WATERHOUSE CLEARING ⇒ Select Sector SPDR Trust Technology ETF | EF |
Tax-Deferred
|
$1K - $15K |
| TD WATERHOUSE CLEARING ⇒ US GLOBAL JETS ETF | EF |
Tax-Deferred
|
$1K - $15K |
| TD WATERHOUSE CLEARING ⇒ Visa Inc. (V) | ST |
Tax-Deferred
|
$1K - $15K |
| TD WATERHOUSE CLEARING ⇒ Wasatch Ultra Growth Fund | MF |
Tax-Deferred
|
$1K - $15K |
| TD WATERHOUSE CLEARING ⇒ Raytheon Technologies Corporation (RTX) | ST |
Tax-Deferred
|
$1 - $1K |
| TD WATERHOUSE CLEARING ⇒ Verizon Communications Inc. (VZ) | ST |
Tax-Deferred
|
$1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2021 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Refinance of home mortgage (Mr. Cooper Mortgage) | $250K - $500K |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2022-01-14 | PINS Pinterest, Inc. Class A (PINS) | Sell | — | $1K - $15K | 2022-01-17 | 3d |
| 2022-01-14 | PINS ST · Pinterest, Inc. Class A (PINS) F ILING S TATUS : New S UbHOLDING O F : TD WATERHOUSE CLEARING | Sell | — | $1K - $15K | 2022-01-17 | 3d |
| 2021-11-15 | MAIN Main Street Capital Corporation (MAIN) | Sell | — | $15K - $50K | 2021-12-13 | 28d |
| 2021-11-15 | BRKB ST · berkshire Hathaway Inc. New (bRK.b) F IlINg S TATuS : New S ubHOlDINg O F : Avantax Investment Services | Sell | — | $1K - $15K | 2021-12-13 | 28d |
| 2021-11-15 | BRKB ST · berkshire Hathaway Inc. New (bRK.b) F IlINg S TATuS : New S ubHOlDINg O F : Avantax Investment Services | Sell | — | $1K - $15K | 2021-12-13 | 28d |
| 2021-11-15 | MAIN ST · Main Street Capital Corporation (MAIN) F IlINg S TATuS : New S ubHOlDINg O F : Avantax Investment Services | Sell | — | $15K - $50K | 2021-12-13 | 28d |
| 2021-08-19 | MO Altria Group, Inc. (MO) | Sell | — | $1K - $15K | 2021-08-30 | 11d |
| 2021-08-19 | MO ST · Altria Group, Inc. (MO) F ILING S TATUS : New S UbHOLDING O F : TD WATERHOUSE CLEARING | Sell | — | $1K - $15K | 2021-08-30 | 11d |
| 2021-07-20 | NVDA NVIDIA Corporation (NVDA) | Buy | — | $1K - $15K | 2021-08-12 | 23d |
| 2021-07-20 | NVDA ST · NVIDIA Corporation (NVDA) F ILING S TATUS : New S UbHOLDING O F : TD WATERHOUSE CLEARING | Buy | — | $1K - $15K | 2021-08-12 | 23d |
| 2020-09-02 | XLF ST · SPDR Select Sector Fund - Financial (XLF) F ILING S TATUS : New S UbHOLDING O F : TD WATERHOUSE CLEARING | Sell | — | $1K - $15K | 2020-09-28 | 26d |
| 2020-08-27 | MO Altria Group, Inc. (MO) | Buy | — | $1K - $15K | 2020-09-28 | 32d |
| 2020-08-27 | MO ST · Altria Group, Inc. (MO) F ILING S TATUS : New S UbHOLDING O F : TD WATERHOUSE CLEARING | Buy | — | $1K - $15K | 2020-09-28 | 32d |
| 2020-04-22 | PINS ST · Pinterest, Inc. Class A (PINS) F ILING S TATUS : New S UbHOLDING O F : TD WATERHOUSE CLEARING | Buy | — | $1K - $15K | 2020-05-13 | 21d |
| 2020-04-22 | PINS Pinterest, Inc. Class A (PINS) | Buy | — | $1K - $15K | 2020-05-13 | 21d |
| 2020-04-14 | JETS ST · U.S. Global Jets ETF (JETS) F ILING S TATUS : New S UbHOLDING O F : TD WATERHOUSE CLEARING | Buy | — | $1K - $15K | 2020-05-13 | 29d |
| 2020-02-21 | NVDA NVIDIA Corporation (NVDA) | Sell | — | $1K - $15K | 2020-02-27 | 6d |
| 2020-02-21 | NVDA ST · NVIDIA Corporation (NVDA) F ILING S TATUS : New S UbHOLDING O F : TD WATERHOUSE CLEARING | Sell | — | $1K - $15K | 2020-02-27 | 6d |
| 2020-01-31 | AMZN Amazon.com, Inc. (AMZN) | Sell | — | $1K - $15K | 2020-02-27 | 27d |
| 2020-01-31 | AMZN ST · Amazon.com, Inc. (AMZN) F ILING S TATUS : New S UbHOLDING O F : TD WATERHOUSE CLEARING | Sell | — | $1K - $15K | 2020-02-27 | 27d |
| 2019-02-28 | EXG ST · Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest (EXG) F ILING S TATUS : New S UBHOLDING O F : 1ST GLOBAL RESEARCH & CONSULTING D ESCRIPTION : A | Buy | — | $1K - $15K | 2019-07-26 | 148d late |
| 2019-02-28 | MAIN ST · Main Street Capital Corporation (MAIN) F ILING S TATUS : New S UBHOLDING O F : 1ST GLOBAL RESEARCH & CONSULTING | Buy | — | $1K - $15K | 2019-07-26 | 148d late |
| 2019-01-14 | EXG ST · Eaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest (EXG) F ILING S TATUS : New S UBHOLDING O F : 1ST GLOBAL RESEARCH & CONSULTING D ESCRIPTION : A | Buy | — | $1K - $15K | 2019-07-26 | 193d late |
| 2019-01-04 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) F ILING S TATUS : New S UBHOLDING O F : 1ST GLOBAL RESEARCH & CONSULTING D ESCRIPTION : American Funds portfolio sold (Rollover IRA) | Buy | — | $1K - $15K | 2019-07-26 | 203d late |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-08. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-08). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.