0001509873-19-000004.txt : 20190724 0001509873-19-000004.hdr.sgml : 20190724 20190724142906 ACCESSION NUMBER: 0001509873-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190724 DATE AS OF CHANGE: 20190724 EFFECTIVENESS DATE: 20190724 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: 19970647 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 false false 0001509873 XXXXXXXX 06-30-2019 06-30-2019 Sterling Investment Management, Inc.

6262 N. SWAN ROAD, SUITE 210 TUCSON AZ 85718

13F HOLDINGS REPORT 028-14058 N Crystal P Kelly 5202933311 Crystal P. Kelly Tucson AZ 07-24-2019 0 59 129245 false INFORMATION TABLE 2 file13fhr06282019.xml 2019 SECOND QUARTER 13F HR ALPHABET INC CAP STK CL C 02079K107 3341 3091 SH SOLE 0 0 3091 ALTRIA GROUP INC COM 02209S103 795 16794 SH SOLE 0 0 16794 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 842 9515 SH SOLE 0 0 9515 ANTHEM INC COM 036752103 2431 8615 SH SOLE 0 0 8615 APPLE INC COM 037833100 2575 13010 SH SOLE 0 0 13010 BAIDU INC SPON ADR REP A 056752108 753 6420 SH SOLE 0 0 6420 BANK AMER CORP COM 060505104 751 25912 SH SOLE 0 0 25912 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2228 7 SH SOLE 0 0 7 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12520 58733 SH SOLE 0 0 58733 BP PLC SPONSORED ADR 055622104 2064 49495 SH SOLE 0 0 49495 CHARTER COMMUNICATIONS INC NEW CL A 16119P108 3698 9358 SH SOLE 0 0 9358 CHEVRON CORP NEW COM 166764100 1118 8984 SH SOLE 0 0 8984 CISCO SYS INC COM 17275R102 2329 42547 SH SOLE 0 0 42547 CITIGROUP INC COM NEW 172967424 828 11828 SH SOLE 0 0 11828 COMCAST CORP NEW CL A 20030N101 2348 55532 SH SOLE 0 0 55532 SELECT SECTOR SPD TR COMMUNICATION 81369Y852 408 8293 SH SOLE 0 0 8293 CONCHO RES INC COM 20605P101 581 5634 SH SOLE 0 0 5634 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 452 3789 SH SOLE 0 0 3789 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 359 6186 SH SOLE 0 0 6186 CROWN CASTLE INTL CORP NEW COM 22822V101 2972 22800 SH SOLE 0 0 22800 DANAHER CORPORATION COM 235851102 351 2458 SH SOLE 0 0 2458 DIAGEO PLC SPON ADR NEW 25243Q205 808 4690 SH SOLE 0 0 4690 SELECT SECTOR SPDR TR ENERGY 81369Y506 226 3542 SH SOLE 0 0 3542 EOG RES INC COM 26875P101 648 6956 SH SOLE 0 0 6956 FACEBOOK INC CL A 30303M102 1553 8045 SH SOLE 0 0 8045 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 664 24064 SH SOLE 0 0 24064 FORTIVE CORP COM 34959J108 240 2941 SH SOLE 0 0 2941 GOLDMAN SACHS GROUP INC COM 38141G104 2715 13271 SH SOLE 0 0 13271 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 684 7382 SH SOLE 0 0 7382 HILL ROM HLDGS INC COM 431475102 1538 14700 SH SOLE 0 0 14700 HILLENBRAND INC COM 431571108 414 10466 SH SOLE 0 0 10466 SELECT SECTOR SPDR TR SBI INT- INDS 81369Y704 389 5029 SH SOLE 0 0 5029 ISHARES TR MSCI EAFE ETF 464287465 396 6028 SH SOLE 0 0 6028 ISHARES TR MSCI INDIA ETF 46429B598 1068 30253 SH SOLE 0 0 30253 JOHNSON & JOHNSON COM 478160104 3202 22987 SH SOLE 0 0 22987 JPMORGAN CHASE & CO COM 46625H100 505 4515 SH SOLE 0 0 4515 LILLY ELI & CO COM 532457108 627 5655 SH SOLE 0 0 5655 MCDONALDS CORP COM 580135101 2700 13002 SH SOLE 0 0 13002 MERCK & CO INC COM 58933Y105 1090 13000 SH SOLE 0 0 13000 MICROSOFT CORP COM 594918104 4363 32567 SH SOLE 0 0 32567 PFIZER INC COM 717081103 1647 38021 SH SOLE 0 0 38021 PHILIP MORRIS INTL INC COM 718172109 1128 14361 SH SOLE 0 0 14361 PROCTER AND GAMBLE CO COM 742718109 287 2614 SH SOLE 0 0 2614 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1597 24546 SH SOLE 0 0 24546 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 4663 84846 SH SOLE 0 0 84846 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 9105 179974 SH SOLE 0 0 179974 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 260 4900 SH SOLE 0 0 4900 SPDR SERIES TRUST SPDR BLOOMBERG 78468R663 11109 121269 SH SOLE 0 0 121269 SPDR GOLD TRUST GOLD SHS 78463V107 1473 11062 SH SOLE 0 0 11062 SPDR S&P 500 ETF TR TR UNIT 78462F103 12527 42753 SH SOLE 0 0 42753 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1012 12969 SH SOLE 0 0 12969 UNITEDHEALTH GROUP INC COM 91324P102 2682 10993 SH SOLE 0 0 10993 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 1243 23523 SH SOLE 0 0 23523 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 285 1059 SH SOLE 0 0 1059 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2694 33386 SH SOLE 0 0 33386 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 4677 56304 SH SOLE 0 0 56304 WALMART INC COM 931142103 2339 21169 SH SOLE 0 0 21169 WASTE MGMT INC DEL COM 94106L109 2197 19046 SH SOLE 0 0 19046 WEYERHAEUSER CO COM 962166104 746 28316 SH SOLE 0 0 28316