0001509873-19-000001.txt : 20190117 0001509873-19-000001.hdr.sgml : 20190117 20190117115257 ACCESSION NUMBER: 0001509873-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190117 DATE AS OF CHANGE: 20190117 EFFECTIVENESS DATE: 20190117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sterling Investment Management, Inc. CENTRAL INDEX KEY: 0001509873 IRS NUMBER: 860802628 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14058 FILM NUMBER: 19530480 BUSINESS ADDRESS: STREET 1: 6262 N. SWAN ROAD, SUITE 210 CITY: TUCSON STATE: AZ ZIP: 85718 BUSINESS PHONE: 5202933311 MAIL ADDRESS: STREET 1: 6262 N. SWAN ROAD, SUITE 210 CITY: TUCSON STATE: AZ ZIP: 85718 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001509873 XXXXXXXX 12-31-2018 12-31-2018 Sterling Investment Management, Inc.

6262 N. SWAN ROAD, SUITE 210 TUCSON AZ 85718

13F HOLDINGS REPORT 028-14058 N Crystal Kelly 5202933311 Crystal P. Kelly Tucson AZ 01-17-2019 0 56 119630 false INFORMATION TABLE 2 form13fdec31.2018.xml 2018 FOURTH QUARTER 13F-HR ALPHABET INC CAP STK CL A 02079K305 677 648 SH SOLE 0 0 648 ALPHABET INC CAP STK CL C 02079K107 4017 3879 SH SOLE 0 0 3879 ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 03524A108 648 9848 SH SOLE 0 0 9848 ANTHEM INC COM 036752103 3657 13924 SH SOLE 0 0 13924 APPLE INC COM 037833100 3827 24263 SH SOLE 0 0 24263 BANK AMER CORP COM 060505104 2607 105791 SH SOLE 0 0 105791 BERKSHIRE HATHAWAY INC CL A 084670108 2142 7 SH SOLE 0 0 7 BERKSHIRE HATHAWAY INC CL B NEW 084670702 12671 62059 SH SOLE 0 0 62059 BP PLC SPONSORED ADR 055622104 2057 54253 SH SOLE 0 0 54253 CATERPILLAR INC COM 149123101 205 1612 SH SOLE 0 0 1612 CHARTER COMMUNICATIONS INC CL A 16119P108 3717 13045 SH SOLE 0 0 13045 CHEVRON CORP COM 166764100 437 4021 SH SOLE 0 0 4021 CISCO SYS INC COM 17275R102 3261 75249 SH SOLE 0 0 75249 COMCAST CORP CL A 20030N101 729 21405 SH SOLE 0 0 21405 SECTOR SPDRA FUND COMMUNICATION 81369Y852 337 8167 SH SOLE 0 0 8167 CONCHO RES INC COM 20605P101 448 4363 SH SOLE 0 0 4363 SELECT SECTOR SPDR FUND SBI CONS DISCR 81369Y407 334 3378 SH SOLE 0 0 3378 SECTOR SPDR FUND SBI CONS STPLS 81369Y308 273 5385 SH SOLE 0 0 5385 CROWN CASTLE INTL CORP COM 22822V101 2371 21827 SH SOLE 0 0 21827 DANAHER CORP DEL COM 235851102 277 2690 SH SOLE 0 0 2690 EOG RES INC COM 26875P101 702 8044 SH SOLE 0 0 8044 SECTOR SPDR FUND SBI INT FINL 81369Y605 461 19354 SH SOLE 0 0 19354 FORTIVE CORP COM 34959J108 219 3242 SH SOLE 0 0 3242 GOLDMAN SACHS GROUP INC COM 38141G104 2929 17535 SH SOLE 0 0 17535 GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 1327 105479 SH SOLE 0 0 105479 SELECT SECTOR SPDR FUND SBI HEALTHCARE 81369Y209 787 9098 SH SOLE 0 0 9098 HILL ROM HLDGS INC COM 431475102 1302 14700 SH SOLE 0 0 14700 HILLENBRAND INC COM 431571108 397 10466 SH SOLE 0 0 10466 SELECT SECTOR SPDR FUND SBI INT INDS 81369Y704 306 4757 SH SOLE 0 0 4757 ISHARES MSCI EAFE ETF 464287465 354 6028 SH SOLE 0 0 6028 ISHARES MSCI INDIA ETF 46429B598 1309 39276 SH SOLE 0 0 39276 ISHARES NATIONAL MUN ETF 464288414 246 2258 SH SOLE 0 0 2258 JOHNSON & JOHNSON COM 478160104 3246 25153 SH SOLE 0 0 25153 JPMORGAN CHASE & CO COM 46625H100 441 4515 SH SOLE 0 0 4515 MCDONALDS CORP COM 580135101 2511 14143 SH SOLE 0 0 14143 MICROSOFT CORP COM 594918104 4790 47162 SH SOLE 0 0 47162 PAYPAL HLDGS INC COM 70450Y103 1055 12546 SH SOLE 0 0 12546 PFIZER INC COM 717081103 836 19155 SH SOLE 0 0 19155 PHILIP MORRIS INTL INC COM 718172109 1745 26138 SH SOLE 0 0 26138 PROCTER AND GAMBLE CO COM 742718109 240 2613 SH SOLE 0 0 2613 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1219 20921 SH SOLE 0 0 20921 SCHWAB STRATEGIC TR SHORT TM US TRES ETF 808524862 2056 41200 SH SOLE 0 0 41200 SCHWAB STRATEGIC TR US AGGREGATE B ETF 808524839 4116 81351 SH SOLE 0 0 81351 SPDR SER TR SPDR BLOOMBERG 78468R663 19216 210107 SH SOLE 0 0 210107 SPDR GOLD TRUST GOLD SHS 78463V107 1281 10561 SH SOLE 0 0 10561 SPDR S&P 500 ETF TR UNIT 78462F103 9130 36530 SH SOLE 0 0 36530 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 831 13401 SH SOLE 0 0 13401 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 1480 95970 SH SOLE 0 0 95970 UNITEDHEALTH GROUP INC COM 91324P102 3620 14530 SH SOLE 0 0 14530 VANGUARD INDEX FDS MID CAP ETF 922908629 252 1827 SH SOLE 0 0 1827 VANGUARD INDEX FDS S&P 500 ETF 922908363 243 1059 SH SOLE 0 0 1059 VANGUARD BD INDEX FD INC TOTAL BOND MARKET 921937835 2845 35911 SH SOLE 0 0 35911 VISA INC COM CL A 92826C839 296 2240 SH SOLE 0 0 2240 WALMART INC COM 931142103 2186 23470 SH SOLE 0 0 23470 WEYERHAEUSER CO COM 962166104 724 33121 SH SOLE 0 0 33121 WISDOMTREE US HIGH DIVIDEND 97717W208 240 3688 SH SOLE 0 0 3688