0001509873-20-000002.txt : 20200422 0001509873-20-000002.hdr.sgml : 20200422 20200422115422 ACCESSION NUMBER: 0001509873-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200422 DATE AS OF CHANGE: 20200422 EFFECTIVENESS DATE: 20200422 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: 20807195 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 03-31-2020 03-31-2020 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 04-22-2020 0 63 114623 false INFORMATION TABLE 2 13FHR3312020.xml 2020 FIRST QUARTER 13F HR ABBVIE INC COM 00287Y109 639 8384 SH SOLE 0 0 8384 ALPHABET INC CAP STK CL C 02079K107 4354 3744 SH SOLE 0 0 3744 ALTRIA GROUP INC COM 02209S103 556 14375 SH SOLE 0 0 14375 AMAZON COM INC COM 023135106 2223 1140 SH SOLE 0 0 1140 ANTHEM INC COM 036752103 1938 8537 SH SOLE 0 0 8537 APPLE INC COM 037833100 3119 12267 SH SOLE 0 0 12267 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10040 54915 SH SOLE 0 0 54915 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1904 7 SH SOLE 0 0 7 BK OF AMERICA CORP COM 060505104 1915 90191 SH SOLE 0 0 90191 BOEING CO COM 097023105 1905 12776 SH SOLE 0 0 12776 CANADIAN PAC RY LTD COM 13645T100 1550 7057 SH SOLE 0 0 7057 CHARTER COMMUNICATIONS INC N CL A 16119P108 3969 9097 SH SOLE 0 0 9097 CITIGROUP INC COM NEW 172967424 1966 46670 SH SOLE 0 0 46670 CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 8 13000 SH SOLE 0 0 13000 COMCAST CORP NEW CL A 20030N101 2021 58791 SH SOLE 0 0 58791 CROWN CASTLE INTL CORP NEW COM 22822V101 3069 21254 SH SOLE 0 0 21254 DANAHER CORPORATION COM 235851102 326 2357 SH SOLE 0 0 2357 DIAGEO P L C SPON ADR NEW 25243Q205 1576 12400 SH SOLE 0 0 12400 DISCOVERY INC COM SER A 25470F104 503 25897 SH SOLE 0 0 25897 DISNEY WALT CO COM DISNEY 254687106 668 6916 SH SOLE 0 0 6916 FACEBOOK INC CL A 30303M102 1267 7598 SH SOLE 0 0 7598 GOLDMAN SACHS GROUP INC COM 38141G104 1694 10955 SH SOLE 0 0 10955 HILL ROM HLDGS INC COM 431475102 1479 14700 SH SOLE 0 0 14700 HILLENBRAND INC COM 431571108 200 10466 SH SOLE 0 0 10466 ISHARES TR MSCI INDIA ETF 46429B598 784 32521 SH SOLE 0 0 32521 JOHNSON & JOHNSON COM 478160104 1417 10805 SH SOLE 0 0 10805 JPMORGAN CHASE & CO COM 46625H100 406 4515 SH SOLE 0 0 4515 LILLY ELI & CO COM 532457108 1074 7739 SH SOLE 0 0 7739 MCDONALDS CORP COM 580135101 1552 9386 SH SOLE 0 0 9386 MERCK & CO INC COM 58933Y105 441 5735 SH SOLE 0 0 5735 MICROSOFT CORP COM 594918104 5139 32582 SH SOLE 0 0 32582 MORGAN STANLEY COM NEW 617446448 651 19144 SH SOLE 0 0 19144 PFIZER INC COM 717081103 707 21675 SH SOLE 0 0 21675 PHILIP MORRIS INTL INC COM 718172109 628 8611 SH SOLE 0 0 8611 PROCTER & GAMBLE CO COM 742718109 288 2617 SH SOLE 0 0 2617 PROSHARES TR SHORT S&P 500 NE 74347B425 5828 210690 SH SOLE 0 0 210690 QUALCOMM INC COM 747525103 1005 14855 SH SOLE 0 0 14855 RAYTHEON CO COM NEW 755111507 439 3350 SH SOLE 0 0 3350 REPUBLIC SVCS INC COM 760759100 641 8544 SH SOLE 0 0 8544 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 9282 179439 SH SOLE 0 0 179439 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 6447 109687 SH SOLE 0 0 109687 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 266 4900 SH SOLE 0 0 4900 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 905 11260 SH SOLE 0 0 11260 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 595 6717 SH SOLE 0 0 6717 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 314 5773 SH SOLE 0 0 5773 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 356 8047 SH SOLE 0 0 8047 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 437 20966 SH SOLE 0 0 20966 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 351 3579 SH SOLE 0 0 3579 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 283 4796 SH SOLE 0 0 4796 SPDR GOLD TRUST GOLD SHS 78463V107 6614 44671 SH SOLE 0 0 44671 SPDR SER TR SPDR BLOOMBERG 78468R663 236 2576 SH SOLE 0 0 2576 UNITEDHEALTH GROUP INC COM 91324P102 819 3286 SH SOLE 0 0 3286 UNIVAR SOLUTIONS INC COM 91336L107 364 33985 SH SOLE 0 0 33985 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 254 1074 SH SOLE 0 0 1074 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1237 36870 SH SOLE 0 0 36870 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3125 39508 SH SOLE 0 0 39508 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 3002 55082 SH SOLE 0 0 55082 VERIZON COMMUNICATIONS INC COM 92343V104 1583 29456 SH SOLE 0 0 29456 VISA INC COM CL A 92826C839 1385 8597 SH SOLE 0 0 8597 WALMART INC COM 931142103 2902 25543 SH SOLE 0 0 25543 WASTE CONNECTIONS INC COM 94106B101 1234 15923 SH SOLE 0 0 15923 WASTE MGMT INC DEL COM 94106L109 2035 21983 SH SOLE 0 0 21983 WEYERHAEUSER CO COM 962166104 708 41754 SH SOLE 0 0 41754