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
Chief Compliance Officer
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