0001509873-21-000003.txt : 20210419 0001509873-21-000003.hdr.sgml : 20210419 20210416195542 ACCESSION NUMBER: 0001509873-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210419 DATE AS OF CHANGE: 20210416 EFFECTIVENESS DATE: 20210419 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: 21832773 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 03-31-2021 03-31-2021 Sterling Investment Management, Inc.

6262 N. SWAN ROAD, SUITE 210 TUCSON AZ 85718

13F HOLDINGS REPORT 028-14058 N Crystal Kelly 5202933311 Crystal Kelly Tucson AZ 04-16-2021 0 57 146172 false INFORMATION TABLE 2 13FHR03312021.xml 2021 FIRST QUARTER 13F HR ABBVIE INC COM 00287Y109 3072 28388 SH SOLE 0 0 28388 ALPHABET INC CAP STK CL C 02079K107 6344 3067 SH SOLE 0 0 3067 AMAZON COM INC COM 023135106 4341 1403 SH SOLE 0 0 1403 ANTHEM INC COM 036752103 2119 5903 SH SOLE 0 0 5903 APPLE INC COM 037833100 3016 24694 SH SOLE 0 0 24694 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2314 6 SH SOLE 0 0 6 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12523 49019 SH SOLE 0 0 49019 BK OF AMERICA CORP COM 060505104 4050 104691 SH SOLE 0 0 104691 BRISTOL-MYERS SQUIBB CO COM 110122108 1439 22798 SH SOLE 0 0 22798 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 1309 33794 SH SOLE 0 0 33794 CAMECO CORP COM 13321L108 1652 99458 SH SOLE 0 0 99458 CANADIAN PAC RY LTD COM 13645T100 2584 6812 SH SOLE 0 0 6812 CHARTER COMMUNICATIONS INC NEW CL A 16119P108 4346 7044 SH SOLE 0 0 7044 CITIGROUP INC COM NEW 172967424 4332 59541 SH SOLE 0 0 59541 CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 23 13000 SH SOLE 0 0 13000 COMCAST CORP NEW CL A 20030N101 1760 32518 SH SOLE 0 0 32518 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 538 7332 SH SOLE 0 0 7332 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 503 2994 SH SOLE 0 0 2994 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 323 4730 SH SOLE 0 0 4730 CROWN CASTLE INTL CORP NEW COM 22822V101 2447 14217 SH SOLE 0 0 14217 DANAHER CORPORATION COM 235851102 444 1974 SH SOLE 0 0 1974 DIAGEO PLC SPON ADR NEW 25243Q205 1773 10795 SH SOLE 0 0 10795 DISNEY WALT CO COM 254687106 1055 5718 SH SOLE 0 0 5718 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 609 17889 SH SOLE 0 0 17889 GOLDMAN SACHS GROUP INC COM 38141G104 1374 4202 SH SOLE 0 0 4202 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 640 5479 SH SOLE 0 0 5479 HILL ROM HLDGS INC COM 431475102 1624 14700 SH SOLE 0 0 14700 HILLENBRAND INC COM 431571108 499 10466 SH SOLE 0 0 10466 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 388 3944 SH SOLE 0 0 3944 ISHARES TR MSCI INDIA INDEX FUND 46429B598 1604 38021 SH SOLE 0 0 38021 JOHNSON & JOHNSON COM 478160104 2599 15816 SH SOLE 0 0 15816 JPMORGAN CHASE & CO COM 46625H100 2935 19280 SH SOLE 0 0 19280 LIBERTY GLOBAL PLC SHS CL A G5480U104 1786 69611 SH SOLE 0 0 69611 LILLY ELI & CO COM 532457108 1350 7228 SH SOLE 0 0 7228 MICROSOFT CORP COM 594918104 5415 22969 SH SOLE 0 0 22969 ORANGE SPONSORED ADR 684060106 1286 104306 SH SOLE 0 0 104306 PROCTER AND GAMBLE CO COM 742718109 328 2420 SH SOLE 0 0 2420 PROSHARES TR SHORT S&P 500 74347B425 5616 335073 SH SOLE 0 0 335073 QUALCOMM INC COM 747525103 2241 16903 SH SOLE 0 0 16903 REPUBLIC SVCS INC COM 760759100 790 7953 SH SOLE 0 0 7953 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 7335 130030 SH SOLE 0 0 130030 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 13076 254838 SH SOLE 0 0 254838 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 503 9332 SH SOLE 0 0 9332 SPDR GOLD TR GOLD SHS 78463V107 7636 47738 SH SOLE 0 0 47738 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1361 10247 SH SOLE 0 0 10247 UNITEDHEALTH GROUP INC COM 91324P102 1072 2880 SH SOLE 0 0 2880 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 304 6198 SH SOLE 0 0 6198 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1594 30615 SH SOLE 0 0 30615 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 2963 55523 SH SOLE 0 0 55523 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 743 2039 SH SOLE 0 0 2039 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4302 52140 SH SOLE 0 0 52140 VERIZON COMMUNICATIONS INC COM 92343V104 3878 66696 SH SOLE 0 0 66696 VISA INC COM CL A 92826C839 2035 9613 SH SOLE 0 0 9613 WALMART INC COM 931142103 2196 16165 SH SOLE 0 0 16165 WASTE MGMT INC DEL COM 94106L109 1020 7904 SH SOLE 0 0 7904 WELLS FARGO CO NEW COM 949746101 2342 59941 SH SOLE 0 0 59941 XYLEM INC COM 98419M100 421 4000 SH SOLE 0 0 4000