Krasney Financial LLC

RIA/Wealth

Krasney Financial LLC is a RIA/Wealth based in Parsippany, NJ led by Evgeniy Yurievich Yashin, reporting $1.1B in AUM as of Q3 2025 with 52% ETF concentration.

CEOEvgeniy Yurievich Yashin

Portfolio Value: $856.4M
Positions: 288
Top Holding: SPYG at 4.13%
Last Reported: Q3 2025

Address400 Interpace Parkway, Building C, 2nd Floor, Parsippany, NJ, 07054, United States

Top Holdings

Largest long holdings in Krasney Financial LLC's portfolio (23.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$35.4M	4.13%	-$710.4K Sold	— 338.8K shares	Q4 2017 Held for 7y 11m
2 Apple AAPL	Consumer Electronics Technology	$29.4M	3.43%	-$515.6K Sold	0.00% 115.5K shares	Q3 2020 Held for 5y 2m
3 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$28.0M	3.27%	-$243.1K Sold	— 506.3K shares	Q4 2017 Held for 7y 11m
4 Vanguard Growth VUG	ETF ETF	$21.0M	2.46%	-$118.9K Sold	— 43.8K shares	Q4 2014 Held for 10y 11m
5 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$15.5M	1.81%	-$147.8K Sold	0.00% 63.6K shares	Q4 2014 Held for 10y 11m
6 BlackRock Flexible Income BINC	ETF ETF	$15.1M	1.77%	+$3.0M Bought	— 284.5K shares	Q4 2024 Held for 11 months
7 Broadcom Inc. AVGO	Semiconductors Technology	$14.6M	1.70%	+$31.0K Bought	0.00% 44.3K shares	Q2 2020 Held for 5y 5m
8 SPDR Portfolio Mortgage Backed Bond SPMB	ETF ETF	$13.9M	1.62%	+$1.2M Bought	— 619.2K shares	Q1 2023 Held for 2y 8m
9 Microsoft MSFT	Software - Infrastructure Technology	$13.9M	1.62%	-$341.3K Sold	0.00% 26.8K shares	Q4 2014 Held for 10y 11m
10 SPDR Portfolio Short Term Treasury SPTS	ETF ETF	$12.4M	1.45%	+$753.9K Bought	— 423.7K shares	Q1 2018 Held for 7y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Krasney Financial LLC's latest filing

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Market Value

$856.4M

Prior: $793.3M

Q/Q Change

+7.96%

+$63.2M

Net Flows % of MV

+0.437%

New Purchases

4 stocks

$10.8M

Added To

98 stocks

+$31.0M

Sold Out Of

10 stocks

$11.8M

Reduced Holdings

162 stocks

-$26.3M

Increased Positions

Position	Shares Δ	Change
1 ASML ASML ASML	New	0 → 5.4K +$5.2M
2 Fiserv FI	New	0 → 29.5K +$3.8M
3 Global X Defense Tech SHLD	New	0 → 16.7K +$1.2M
4 SIVR abrdn Physical Silver Shares SIVR	New	0 → 13.5K +$598.5K
5 JPMorgan Short Duration Core Plus JSCP	+2,045.38%	11.4K → 244.4K +$11.1M

Decreased Positions

Position	Shares Δ	Change
1 LDUR PIMCO Enhanced Low Duration Active Fund LDUR	Sold	43.1K → 0 −$4.1M
2 Gartner IT	Sold	7.4K → 0 −$3.0M
3 iShares U.S. Technology IYW	Sold	9.5K → 0 −$1.6M
4 American Tower AMT	Sold	7.3K → 0 −$1.6M
5 The Interpublic Group of Companies IPG	Sold	17.2K → 0 −$420.7K

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Analytics

Portfolio insights and performance metrics for Krasney Financial LLC

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Sector Allocation

ETF

52.40%

Technology

14.80%

Financial Services

6.10%

Communication Services

4.50%

Healthcare

4.40%

Industrials

4.20%

Consumer Cyclical

3.70%

Utilities

1.70%

Consumer Defensive

1.60%

Real Estate

1.00%

Energy

0.90%

Basic Materials

0.80%

Market Cap Distribution

Mega Cap (> $200B)

20.75%

Large Cap ($10B - $200B)

21.36%

Mid Cap ($2B - $10B)

1.62%

Nano Cap (< $50M)

0.04%

N/A (ETF or Unknown)

56.23%

Portfolio Concentration

Top 10 Holdings %

23.27%

Top 20 Holdings %

36.22%

Top 50 Holdings %

59.59%

Top 100 Holdings %

81.52%