Ownership history in N.E.W. Advisory Services LLC Β· 24 quarters on record
This page tracks every 13F SEC filing in which N.E.W. Advisory Services LLC reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π N.E.W. Advisory Services LLC outperformed the S&P 500 by +12.3% annually on this AAPL position. Timing score: 65% (15/23 decisions correct). Average cost basis: $160.99. Maximum drawdown during holding period: β26.4%.
π₯ Exceptional β beat the S&P 500 by 12.3% per year on this position.
23 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
15 of 23 add/trim decisions correct
Best entry: $70.79 (2019 Q4) Β· Worst: $271.61 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 10 trims. Bought during 5 of 8 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.39% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size