0001509873-19-000003.txt : 20190424 0001509873-19-000003.hdr.sgml : 20190424 20190424170206 ACCESSION NUMBER: 0001509873-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190424 DATE AS OF CHANGE: 20190424 EFFECTIVENESS DATE: 20190424 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: 19764467 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 03-31-2019 03-31-2019 Sterling Investment Management, Inc.

6262 N. SWAN ROAD, SUITE 210 TUCSON AZ 85718

13F HOLDINGS REPORT 028-14058 N Crystal P Kelly 5202933311 Crystal Kelly Tucson AZ 04-24-2019 0 60 129078 false INFORMATION TABLE 2 13FHR3292019.xml 2019 FIRST QUARTER 13F HR ALPHABET INC CAP STK CL C 02079K107 3743 3190 SH SOLE 0 0 3190 ALTRIA GROUP INC COM 02209S103 987 17187 SH SOLE 0 0 17187 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 825 9822 SH SOLE 0 0 9822 ANTHEM INC COM 036752103 2544 8866 SH SOLE 0 0 8866 APPLE INC COM 037833100 3563 18757 SH SOLE 0 0 18757 BAIDU INC SPON ADR REP A 056752108 1080 6549 SH SOLE 0 0 6549 BANK AMER CORP COM 060505104 735 26648 SH SOLE 0 0 26648 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11874 59105 SH SOLE 0 0 59105 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2109 7 SH SOLE 0 0 7 BP PLC SPONSORED ADR 055622104 2224 50858 SH SOLE 0 0 50858 CATERPILLAR INC DEL COM 149123101 219 1614 SH SOLE 0 0 1614 CHARTER COMMUNICATIONS INC N CL A 16119P108 3338 9622 SH SOLE 0 0 9622 CHEVRON CORP NEW COM 166764100 1133 9195 SH SOLE 0 0 9195 CISCO SYS INC COM 17275R102 2363 43760 SH SOLE 0 0 43760 CITIGROUP INC COM NEW 172967424 754 12117 SH SOLE 0 0 12117 COMCAST CORP NEW CL A 20030N101 2280 57034 SH SOLE 0 0 57034 CONCHO RES INC COM 20605P101 642 5788 SH SOLE 0 0 5788 CROWN CASTLE INTL CORP NEW COM 22822V101 2996 23409 SH SOLE 0 0 23409 DANAHER CORPORATION COM 235851102 325 2458 SH SOLE 0 0 2458 DIAGEO P L C SPON ADR NEW 25243Q205 785 4798 SH SOLE 0 0 4798 EOG RES INC COM 26875P101 681 7158 SH SOLE 0 0 7158 FACEBOOK INC CL A 30303M102 2035 12209 SH SOLE 0 0 12209 FORTIVE CORP COM 34959J108 261 3115 SH SOLE 0 0 3115 GOLDMAN SACHS GROUP INC COM 38141G104 2619 13639 SH SOLE 0 0 13639 GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 746 67494 SH SOLE 0 0 67494 HILL ROM HLDGS INC COM 431475102 1556 14700 SH SOLE 0 0 14700 HILLENBRAND INC COM 431571108 435 10466 SH SOLE 0 0 10466 ISHARES TR MSCI INDIA ETF 46429B598 1097 31126 SH SOLE 0 0 31126 ISHARES TR MSCI EAFE ETF 464287465 391 6028 SH SOLE 0 0 6028 JOHNSON & JOHNSON COM 478160104 3307 23662 SH SOLE 0 0 23662 JPMORGAN CHASE & CO COM 46625H100 457 4515 SH SOLE 0 0 4515 LILLY ELI & CO COM 532457108 752 5794 SH SOLE 0 0 5794 MCDONALDS CORP COM 580135101 2542 13384 SH SOLE 0 0 13384 MERCK & CO INC COM 58933Y105 1105 13283 SH SOLE 0 0 13283 MICROSOFT CORP COM 594918104 3950 33492 SH SOLE 0 0 33492 PFIZER INC COM 717081103 1659 39073 SH SOLE 0 0 39073 PHILIP MORRIS INTL INC COM 718172109 1305 14767 SH SOLE 0 0 14767 PROCTER AND GAMBLE CO COM 742718109 272 2614 SH SOLE 0 0 2614 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1576 25178 SH SOLE 0 0 25178 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 9256 184418 SH SOLE 0 0 184418 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 2903 53974 SH SOLE 0 0 53974 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 254 4900 SH SOLE 0 0 4900 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 754 10194 SH SOLE 0 0 10194 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 565 6160 SH SOLE 0 0 6160 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 503 19582 SH SOLE 0 0 19582 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 343 3015 SH SOLE 0 0 3015 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 337 7198 SH SOLE 0 0 7198 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 310 4136 SH SOLE 0 0 4136 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 262 4665 SH SOLE 0 0 4665 SPDR GOLD TRUST GOLD SHS 78463V107 1386 11361 SH SOLE 0 0 11361 SPDR S&P 500 ETF TR TR UNIT 78462F103 12272 43444 SH SOLE 0 0 43444 SPDR SER TR SPDR BLOOMBERG 78468R663 11145 121675 SH SOLE 0 0 121675 UNITEDHEALTH GROUP INC COM 91324P102 2801 11328 SH SOLE 0 0 11328 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 4577 56377 SH SOLE 0 0 56377 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 275 1059 SH SOLE 0 0 1059 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3715 46578 SH SOLE 0 0 46578 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 1232 23523 SH SOLE 0 0 23523 WALMART INC COM 931142103 2125 21784 SH SOLE 0 0 21784 WASTE MGMT INC DEL COM 94106L109 2031 19547 SH SOLE 0 0 19547 WEYERHAEUSER CO COM 962166104 767 29101 SH SOLE 0 0 29101