0001509873-22-000001.txt : 20220121 0001509873-22-000001.hdr.sgml : 20220121 20220120185411 ACCESSION NUMBER: 0001509873-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220121 DATE AS OF CHANGE: 20220120 EFFECTIVENESS DATE: 20220121 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: 22543658 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 12-31-2021 12-31-2021 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 01-20-2022 0 70 160564 false INFORMATION TABLE 2 13FHR12312021.xml 2021 FOURTH QUARTER 13F HR ABBVIE INC COM STOCK 00287Y109 3500 25846 SH SOLE 0 0 25846 ADVISORSHARES PURE US CANNABIS ETF ETF 00768Y453 2074 81028 SH SOLE 0 0 81028 ALPHABET INC CAP STK CL C STOCK 02079K107 6621 2288 SH SOLE 0 0 2288 AMAZON COM INC COM STOCK 023135106 4371 1311 SH SOLE 0 0 1311 ANTHEM INC COM STOCK 036752103 1870 4035 SH SOLE 0 0 4035 APPLE INC COM STOCK 037833100 5178 29161 SH SOLE 0 0 29161 AT&T INC COM STOCK 00206R102 1473 59860 SH SOLE 0 0 59860 BERKSHIRE HATHAWAY INC DEL CL A STOCK 084670108 2704 6 SH SOLE 0 0 6 BERKSHIRE HATHAWAY INC DEL CL B NEW STOCK 084670702 13599 45482 SH SOLE 0 0 45482 BK OF AMERICA CORP COM STOCK 060505104 3071 69028 SH SOLE 0 0 69028 BOSTON PROPERTIES INC COM REIT 101121101 1380 11983 SH SOLE 0 0 11983 BRISTOL-MYERS SQUIBB CO COM STOCK 110122108 1493 23938 SH SOLE 0 0 23938 BRITISH AMERN TOB PLC SPONSORED ADR ADR 110448107 1433 38311 SH SOLE 0 0 38311 CAMECO CORP COM STOCK 13321L108 1103 50568 SH SOLE 0 0 50568 CANADIAN NATL RY CO COM STOCK 136375102 2311 18808 SH SOLE 0 0 18808 CANADIAN PAC RY LTD COM STOCK 13645T100 3492 48546 SH SOLE 0 0 48546 CHARTER COMMUNICATIONS INC NEW CL A STOCK 16119P108 4073 6247 SH SOLE 0 0 6247 CITIGROUP INC COM NEW STOCK 172967424 2116 35033 SH SOLE 0 0 35033 CLEAR CHANNEL OUTDOOR HLDGS IN COM STOCK 18453H106 43 13000 SH SOLE 0 0 13000 COMCAST CORP NEW CL A STOCK 20030N101 1686 33491 SH SOLE 0 0 33491 COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND ETF 81369Y852 533 6857 SH SOLE 0 0 6857 CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND ETF 81369Y407 590 2885 SH SOLE 0 0 2885 CONSUMER STAPLES SELECT SECTOR SPDR FUND ETF 81369Y308 284 3681 SH SOLE 0 0 3681 CROWN CASTLE INTL CORP NEW COM REIT 22822V101 1644 7878 SH SOLE 0 0 7878 DANAHER CORPORATION COM STOCK 235851102 1531 4654 SH SOLE 0 0 4654 DIAGEO PLC SPON ADR NEW ADR 25243Q205 1734 7879 SH SOLE 0 0 7879 DISCOVERY INC COM SER A STOCK 25470F104 1623 68933 SH SOLE 0 0 68933 ETFMG ALTERNATIVE HARVEST ETF ETF 26924G508 3061 276258 SH SOLE 0 0 276258 FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 673 17237 SH SOLE 0 0 17237 FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND ETF 336917109 434 12200 SH SOLE 0 0 12200 GOLDMAN SACHS GROUP INC COM STOCK 38141G104 1218 3185 SH SOLE 0 0 3185 HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 672 4770 SH SOLE 0 0 4770 HILLENBRAND INC COM STOCK 431571108 544 10466 SH SOLE 0 0 10466 INDUSTRIAL SELECT SECTOR SPDR FUND ETF 81369Y704 397 3756 SH SOLE 0 0 3756 INVESCO WATER RESOURCES ETF ETF 46137V142 207 3406 SH SOLE 0 0 3406 ISHARES MSCI INDIA INDEX FUND ETF 46429B598 1534 33464 SH SOLE 0 0 33464 ISHARES S&P SMALL-CAP FUND ETF 464287804 216 1885 SH SOLE 0 0 1885 ISHARES SELECT DIVIDEND ETF ETF 464287168 286 2330 SH SOLE 0 0 2330 JOHNSON & JOHNSON COM STOCK 478160104 2414 14113 SH SOLE 0 0 14113 JPMORGAN CHASE & CO COM STOCK 46625H100 2519 15907 SH SOLE 0 0 15907 LIBERTY GLOBAL PLC SHS CL A STOCK G5480U104 1799 64846 SH SOLE 0 0 64846 MICROSOFT CORP COM STOCK 594918104 6052 17995 SH SOLE 0 0 17995 MOODYS CORP COM STOCK 615369105 2058 5270 SH SOLE 0 0 5270 ORANGE SPONSORED ADR ADR 684060106 1304 123599 SH SOLE 0 0 123599 PROCTER AND GAMBLE CO COM STOCK 742718109 396 2422 SH SOLE 0 0 2422 PROSHARES SHORT S&P 500 ETF 74347B425 1018 74745 SH SOLE 0 0 74745 QUALCOMM INC COM STOCK 747525103 2405 13149 SH SOLE 0 0 13149 REPUBLIC SVCS INC COM STOCK 760759100 1091 7825 SH SOLE 0 0 7825 SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF ETF 808524854 6008 107015 SH SOLE 0 0 107015 SCHWAB SHORT-TERM U.S. TREASURY ETF ETF 808524862 12568 247159 SH SOLE 0 0 247159 SCHWAB US AGGREGATE BOND ETF ETF 808524839 685 12708 SH SOLE 0 0 12708 SPDR GOLD SHARES ETF 78463V107 8065 47174 SH SOLE 0 0 47174 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS ADR 874039100 3789 31494 SH SOLE 0 0 31494 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 1064 6117 SH SOLE 0 0 6117 UNION PAC CORP COM STOCK 907818108 1384 5495 SH SOLE 0 0 5495 UNITEDHEALTH GROUP INC COM STOCK 91324P102 1364 2717 SH SOLE 0 0 2717 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 1396 27344 SH SOLE 0 0 27344 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 1880 38002 SH SOLE 0 0 38002 VANGUARD MID-CAP INDEX FUND ETF 922908629 202 791 SH SOLE 0 0 791 VANGUARD MORTGAGE-BACKED SECURITIES ETF ETF 92206C771 2439 46152 SH SOLE 0 0 46152 VANGUARD S&P 500 ETF ETF 922908363 1084 2484 SH SOLE 0 0 2484 VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF 92206C409 4861 59819 SH SOLE 0 0 59819 VERIZON COMMUNICATIONS INC COM STOCK 92343V104 2054 39533 SH SOLE 0 0 39533 VIACOMCBS INC CL B STOCK 92556H206 1845 61117 SH SOLE 0 0 61117 VISA INC COM CL A STOCK 92826C839 1517 6999 SH SOLE 0 0 6999 VODAFONE GROUP PLC NEW SPONSORED ADR ADR 92857W308 808 54108 SH SOLE 0 0 54108 WALMART INC COM STOCK 931142103 2153 14877 SH SOLE 0 0 14877 WASTE MGMT INC DEL COM STOCK 94106L109 1252 7500 SH SOLE 0 0 7500 WELLS FARGO CO NEW COM STOCK 949746101 2033 42378 SH SOLE 0 0 42378 XYLEM INC COM STOCK 98419M100 285 2375 SH SOLE 0 0 2375