0001509873-20-000001.txt : 20200131 0001509873-20-000001.hdr.sgml : 20200131 20200131131143 ACCESSION NUMBER: 0001509873-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200131 DATE AS OF CHANGE: 20200131 EFFECTIVENESS DATE: 20200131 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: 20564361 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 12-31-2019 12-31-2019 Sterling Investment Management, Inc.

6262 N. SWAN ROAD, SUITE 210 TUCSON AZ 85718

13F HOLDINGS REPORT 028-14058 N Crystal P Kelly 5202933311 Crystal P Kelly Tucson AZ 01-31-2020 0 63 150673 false INFORMATION TABLE 2 file13fhr12312019.xml 2019 FOURTH QUARTER 13F HR ALPHABET INC CAP STK CL C 02079K107 5119 3829 SH SOLE 0 0 3829 ALTRIA GROUP INC COM 02209S103 765 15321 SH SOLE 0 0 15321 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 746 9097 SH SOLE 0 0 9097 ANTHEM INC COM 036752103 617 2044 SH SOLE 0 0 2044 APPLE INC COM 037833100 3681 12534 SH SOLE 0 0 12534 BANK AMER CORP COM 060505104 1287 36530 SH SOLE 0 0 36530 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12495 55166 SH SOLE 0 0 55166 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2377 7 SH SOLE 0 0 7 BOEING CO COM 097023105 1001 3073 SH SOLE 0 0 3073 BP PLC SPONSORED ADR 055622104 1424 37740 SH SOLE 0 0 37740 CANADIAN PAC RY LTD COM 13645T100 1851 7260 SH SOLE 0 0 7260 CHARTER COMMUNICATIONS INC N CL A 16119P108 4563 9407 SH SOLE 0 0 9407 CHEVRON CORP NEW COM 166764100 381 3163 SH SOLE 0 0 3163 CISCO SYS INC COM 17275R102 2117 44137 SH SOLE 0 0 44137 CITIGROUP INC COM NEW 172967424 1264 15828 SH SOLE 0 0 15828 COMCAST CORP NEW CL A 20030N101 2707 60206 SH SOLE 0 0 60206 CROWN CASTLE INTL CORP NEW COM 22822V101 3094 21767 SH SOLE 0 0 21767 DANAHER CORPORATION COM 235851102 368 2400 SH SOLE 0 0 2400 DIAGEO P L C SPON ADR NEW 25243Q205 2139 12700 SH SOLE 0 0 12700 DISCOVERY INC COM SER A 25470F104 872 26631 SH SOLE 0 0 26631 FACEBOOK INC CL A 30303M102 1597 7780 SH SOLE 0 0 7780 FORTIVE CORP COM 34959J108 225 2941 SH SOLE 0 0 2941 GOLDMAN SACHS GROUP INC COM 38141G104 2589 11261 SH SOLE 0 0 11261 HILL ROM HLDGS INC COM 431475102 1669 14700 SH SOLE 0 0 14700 HILLENBRAND INC COM 431571108 349 10466 SH SOLE 0 0 10466 ISHARES TR MSCI INDIA ETF 46429B598 1171 33308 SH SOLE 0 0 33308 ISHARES TR MSCI EAFE ETF 464287465 210 3028 SH SOLE 0 0 3028 JOHNSON & JOHNSON COM 478160104 1593 10919 SH SOLE 0 0 10919 JPMORGAN CHASE & CO COM 46625H100 629 4515 SH SOLE 0 0 4515 LILLY ELI & CO COM 532457108 1041 7924 SH SOLE 0 0 7924 MCDONALDS CORP COM 580135101 2653 13423 SH SOLE 0 0 13423 MERCK & CO INC COM 58933Y105 531 5837 SH SOLE 0 0 5837 MICROSOFT CORP COM 594918104 5203 32996 SH SOLE 0 0 32996 PFIZER INC COM 717081103 401 10227 SH SOLE 0 0 10227 PHILIP MORRIS INTL INC COM 718172109 750 8812 SH SOLE 0 0 8812 PROCTER & GAMBLE CO COM 742718109 327 2616 SH SOLE 0 0 2616 REPUBLIC SVCS INC COM 760759100 784 8743 SH SOLE 0 0 8743 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1448 24548 SH SOLE 0 0 24548 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 12468 246996 SH SOLE 0 0 246996 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 7248 131946 SH SOLE 0 0 131946 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 262 4900 SH SOLE 0 0 4900 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1180 12868 SH SOLE 0 0 12868 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 696 6837 SH SOLE 0 0 6837 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 372 5907 SH SOLE 0 0 5907 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 493 9199 SH SOLE 0 0 9199 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 691 22446 SH SOLE 0 0 22446 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 470 3751 SH SOLE 0 0 3751 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 404 4961 SH SOLE 0 0 4961 SPDR GOLD TRUST GOLD SHS 78463V107 6560 45905 SH SOLE 0 0 45905 SPDR S&P 500 ETF TR TR UNIT 78462F103 13316 41373 SH SOLE 0 0 41373 SPDR SERIES TRUST SPDR BLOOMBERG 78468R663 7194 78680 SH SOLE 0 0 78680 UNITEDHEALTH GROUP INC COM 91324P102 1490 5067 SH SOLE 0 0 5067 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 4251 50693 SH SOLE 0 0 50693 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 318 1074 SH SOLE 0 0 1074 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3028 68088 SH SOLE 0 0 68088 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3390 41832 SH SOLE 0 0 41832 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 2929 55082 SH SOLE 0 0 55082 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1788 40578 SH SOLE 0 0 40578 VISA INC COM CL A 92826C839 1634 8698 SH SOLE 0 0 8698 WALMART INC COM 931142103 3109 26162 SH SOLE 0 0 26162 WASTE CONNECTIONS INC COM 94106B101 1485 16351 SH SOLE 0 0 16351 WASTE MGMT INC DEL COM 94106L109 2563 22489 SH SOLE 0 0 22489 WEYERHAEUSER CO COM 962166104 1296 42918 SH SOLE 0 0 42918