Managing Director, Iberia Wealth Advisors

0000950123-13-009323.txt : 20131113 0000950123-13-009323.hdr.sgml : 20131113 20131113152458 ACCESSION NUMBER: 0000950123-13-009323 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20131113 DATE AS OF CHANGE: 20131113 EFFECTIVENESS DATE: 20131113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IBERIABANK CORP CENTRAL INDEX KEY: 0000933141 STANDARD INDUSTRIAL CLASSIFICATION: STATE COMMERCIAL BANKS [6022] IRS NUMBER: 721280718 STATE OF INCORPORATION: LA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15633 FILM NUMBER: 131214308 BUSINESS ADDRESS: STREET 1: 200 WEST CONGRESS STREET CITY: LAFAYETTE STATE: LA ZIP: 70501 BUSINESS PHONE: 337-521-4788 MAIL ADDRESS: STREET 1: 200 WEST CONGRESS STREET CITY: LAFAYETTE STATE: LA ZIP: 70501 FORMER COMPANY: FORMER CONFORMED NAME: ISB FINANCIAL CORP/LA DATE OF NAME CHANGE: 19941123 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000933141 XXXXXXXX 12-31-2012 12-31-2012 Iberiabank Corp

200 West Congress Street Lafayette LA 70501

13F HOLDINGS REPORT 028-15633 Iberiabank N Jason Waters Managing Director, Iberia Wealth Advisors 205-803-5863 Jason H. Waters Birmingham AL 11-13-2013 1 142 89000 false 1 Iberiabank INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F ABBOTT LABS COMMON STOCK 002824100 620 9464 SH DFND 1 9464 0 0 ALTRIA GROUP INC COMMON STOCK 02209S103 325 10343 SH DFND 1 10343 0 0 APPLE INC COMMON STOCK 037833100 1186 2281 SH DFND 1 2281 0 0 AT&T INC COM COMMON STOCK 00206R102 1469 43570 SH DFND 1 43570 0 0 AUTOZONE INC COMMON STOCK 053332102 273 769 SH DFND 1 769 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 593 51039 SH DFND 1 51039 0 0 BARCLAYS BANK PLC IPATH DOW JONES-UBS COMMODITY INDEX TOTAL RETURN ETN ETF 06738C778 375 9068 SH DFND 1 9068 0 0 BB&T CORP COMMON STOCK 054937107 626 21518 SH DFND 1 21518 0 0 BRISTOL MYERS SQUIBB COMMON STOCK 110122108 1192 36574 SH DFND 1 36574 0 0 BROOKFIELD ASSET MANAGEMENT FOREIGN STOCK 112585104 259 7075 SH DFND 1 7075 0 0 BUCKEYE PARTNERS LP COMMON STOCK 118230101 218 4804 SH DFND 1 4804 0 0 CHEVRON CORP COMMON STOCK 166764100 1626 15036 SH DFND 1 15036 0 0 CINCINNATI FINANCIAL CORP COMMON STOCK 172062101 975 24905 SH DFND 1 24905 0 0 CISCO SYSTEMS INC COMMON STOCK 17275R102 689 35069 SH DFND 1 35069 0 0 COACH INC COMMON STOCK 189754104 341 6366 SH DFND 1 6366 0 0 COCA COLA CO COMMON STOCK 191216100 437 12053 SH DFND 1 12053 0 0 COGNIZANT TECH SOLUTIONS CL A COMMON STOCK 192446102 422 5913 SH DFND 1 5913 0 0 CONAGRA FOODS COMMON STOCK 205887102 1104 37436 SH DFND 1 37436 0 0 CONCHO RESOURCES INC COMMON STOCK 20605P101 209 2600 SH DFND 1 2600 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 1075 18539 SH DFND 1 18539 0 0 CONSOLIDATED EDISON INC COMMON COMMON STOCK 209115104 607 10926 SH DFND 1 10926 0 0 CORRECTIONS CORP OF AMERICA NEW COMMON STOCK 22025Y407 369 10400 SH DFND 1 10400 0 0 DARDEN RESTAURANTS INC COMMON STOCK 237194105 545 12103 SH DFND 1 12103 0 0 DUKE ENERGY CORP COMMON STOCK 26441C204 1174 18396 SH DFND 1 18396 0 0 EATON CORP PLC FOREIGN STOCK G29183103 900 16748 SH DFND 1 16748 0 0 EMERSON ELECTRIC CO COMMON STOCK 291011104 244 4608 SH DFND 1 4608 0 0 ENERGY TRANSFER PARTNERS LP COMMON STOCK 29273R109 226 5269 SH DFND 1 5269 0 0 ENSCO PLC CL A FOREIGN STOCK G3157S106 233 3930 SH DFND 1 3930 0 0 ENTERPRISE PRODUCTS PARTNERS LP COMMON STOCK 293792107 502 10015 SH DFND 1 10015 0 0 EXXON MOBIL CORP COMMON STOCK 30231G102 1624 18763 SH DFND 1 18763 0 0 FEDEX CORP COMMON STOCK 31428X106 567 6180 SH DFND 1 6180 0 0 FISERV INC COMMON STOCK 337738108 294 3725 SH DFND 1 3725 0 0 FLEETCOR TECHNOLOGIES INC COMMON STOCK 339041105 3254 60660 SH DFND 1 60660 0 0 FLOWSERVE CORP COMMON STOCK 34354P105 356 2425 SH DFND 1 2425 0 0 GALLAGHER ARTHUR J & CO COMMON STOCK 363576109 208 6004 SH DFND 1 6004 0 0 GANNETT INC COMMON STOCK 364730101 472 26225 SH DFND 1 26225 0 0 GENERAL MILLS INC COMMON STOCK 370334104 406 10034 SH DFND 1 10034 0 0 GENUINE PARTS CO COMMON STOCK 372460105 1191 18737 SH DFND 1 18737 0 0 GILEAD SCIENCES INC COMMON STOCK 375558103 416 5820 SH DFND 1 5820 0 0 GREENHAVEN CONTINUOUS COMMODITY INDEX ETF 395258106 482 16726 SH DFND 1 16726 0 0 HARRIS CORP COMMON STOCK 413875105 399 8140 SH DFND 1 8140 0 0 HASBRO INC COMMON STOCK 418056107 597 16642 SH DFND 1 16642 0 0 HCC INSURANCE HOLDINGS INC COMMON STOCK 404132102 341 9160 SH DFND 1 9160 0 0 HOWARD HUGHES CORP COMMON STOCK 44267D107 212 2900 SH DFND 1 2900 0 0 IBERIABANK CORP COMMON STOCK 450828108 1208 22846 SH DFND 1 22846 0 0 ILLINOIS TOOL WORKS INC COMMON STOCK 452308109 360 5917 SH DFND 1 5917 0 0 INTEL CORP COMMON STOCK 458140100 1017 49301 SH DFND 1 49301 0 0 INTERNATIONAL BUSINESS MACHINES COMMON STOCK 459200101 314 1637 SH DFND 1 1637 0 0 ISHARES BARCLAYS 1-3 YEAR CREDIT BOND FUND ETF 464288646 282 2671 SH DFND 1 2671 0 0 ISHARES BARCLAYS INTERMEDIATE CREDIT BOND FUND ETF 464288638 889 7990 SH DFND 1 7990 0 0 ISHARES BARCLAYS TIPS BONDS ETF 464287176 472 3890 SH DFND 1 3890 0 0 ISHARES IBOXX INVESTMENT GRADE CORP BOND ETF 464287242 309 2551 SH DFND 1 2551 0 0 ISHARES MSCI BRAZIL CAPPED INDEX FUND ETF 464286400 201 3586 SH DFND 1 3586 0 0 ISHARES MSCI CANADA INDEX ETF 464286509 204 7186 SH DFND 1 7186 0 0 ISHARES MSCI EMERGING MARKETS INDEX ETF 464287234 206 4653 SH DFND 1 4653 0 0 ISHARES MSCI SOUTH KOREA CAPPED ETF 464286772 290 4571 SH DFND 1 4571 0 0 ISHARES RUSSELL 1000 GROWTH INDEX ETF 464287614 1194 18237 SH DFND 1 18237 0 0 ISHARES RUSSELL 1000 VALUE INDEX ETF 464287598 1031 14163 SH DFND 1 14163 0 0 ISHARES RUSSELL 2000 VALUE INDEX ETF 464287630 294 3890 SH DFND 1 3890 0 0 ISHARES RUSSELL 3000 INDEX ETF 464287689 207 2448 SH DFND 1 2448 0 0 ISHARES RUSSELL MIDCAP GROWTH INDEX ETF 464287481 232 3700 SH DFND 1 3700 0 0 ISHARES RUSSELL MIDCAP INDEX ETF 464287499 813 7190 SH DFND 1 7190 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 1318 18808 SH DFND 1 18808 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 1107 25183 SH DFND 1 25183 0 0 JPMORGAN CHASE & CO JP MORGAN ALERIAN ETF ETF 46625H365 612 15901 SH DFND 1 15901 0 0 KIMBERLY-CLARK CORP COMMON STOCK 494368103 631 7468 SH DFND 1 7468 0 0 KINDER MORGAN ENERGY LP COMMON STOCK 494550106 482 6036 SH DFND 1 6036 0 0 KRAFT FOODS GROUP INC COMMON STOCK 50076Q106 1146 25206 SH DFND 1 25206 0 0 LIBERTY INTERACTIVE CORP SERIES A COMMON STOCK 53071M104 361 18350 SH DFND 1 18350 0 0 LOCKHEED MARTIN CORP COMMON STOCK 539830109 711 7702 SH DFND 1 7702 0 0 MATTEL INC COMMON STOCK 577081102 278 7601 SH DFND 1 7601 0 0 MCDONALDS CORP COMMON STOCK 580135101 1367 15502 SH DFND 1 15502 0 0 MEADWESTVACO CORP COMMON STOCK 583334107 698 21914 SH DFND 1 21914 0 0 MEDTRONIC INC COMMON STOCK 585055106 328 7994 SH DFND 1 7994 0 0 MERCK & CO INC COMMON STOCK 58933Y105 1121 27374 SH DFND 1 27374 0 0 MICROCHIP TECH INC COMMON STOCK 595017104 1013 31083 SH DFND 1 31083 0 0 MICROSOFT CORP COMMON STOCK 594918104 766 33945 SH DFND 1 33945 0 0 MOLEX INC COMMON STOCK 608554101 933 34126 SH DFND 1 34126 0 0 MONSTER BEVERAGE CORP COMMON STOCK 611740101 227 4452 SH DFND 1 4452 0 0 MSC INDUSTRIAL DIRECT INC CL A COMMON STOCK 553530106 303 4025 SH DFND 1 4025 0 0 NIKE INC COMMON STOCK 654106103 206 4000 SH DFND 1 4000 0 0 NORTHERN TRUST CORP COMMON STOCK 665859104 644 12837 SH DFND 1 12837 0 0 OCCIDENTAL PETROLEUM CORP ETF 674599105 784 10324 SH DFND 1 10324 0 0 PAYCHEX INC ETF 704326107 1037 33340 SH DFND 1 33340 0 0 PEPSICO INC ETF 713448108 741 10828 SH DFND 1 10828 0 0 PFIZER INC ETF 717081103 1071 42695 SH DFND 1 42695 0 0 PHILIP MORRIS INTERNATIONAL INC ETF 718172109 1458 17426 SH DFND 1 17426 0 0 PIMCO ETF TR 1-5 YR US TIPS INDEX ETF 72201R205 2220 41060 SH DFND 1 41060 0 0 PLAINS ALL AMERICAN PIPELINE LP ETF 726503105 596 13174 SH DFND 1 13174 0 0 PPG INDUSTRIES INC ETF 693506107 318 2350 SH DFND 1 2350 0 0 PROCTER & GAMBLE CO ETF 742718109 789 11732 SH DFND 1 11732 0 0 QUALCOMM INC ETF 747525103 616 10263 SH DFND 1 10263 0 0 ROCKWELL AUTOMATION INC COMMON STOCK 773903109 378 4571 SH DFND 1 4571 0 0 SCHLUMBERGER COMMON STOCK 806857108 318 4584 SH DFND 1 4584 0 0 SCRIPPS NETWORKS INTERACT INC COMMON STOCK 811065101 232 4000 SH DFND 1 4000 0 0 SHIRE PLC SPONSORED ADR FOREIGN STOCK 82481R106 250 2715 SH DFND 1 2715 0 0 SIRIUS XM RADIO COMMON STOCK 82967N108 355 122925 SH DFND 1 122925 0 0 SOUTHERN CO COMMON STOCK 842587107 975 22766 SH DFND 1 22766 0 0 SPDR S&P 500 ETF 78462F103 439 3084 SH DFND 1 3084 0 0 SPECTRA ENERGY CORP COMMON STOCK 847560109 216 7900 SH DFND 1 7900 0 0 STANLEY BLACK & DECKER INC COMMON STOCK 854502101 251 3470 SH DFND 1 3470 0 0 STAPLES INC COMMON STOCK 855030102 513 44958 SH DFND 1 44958 0 0 STERICYCLE INC COMMON STOCK 858912108 222 2480 SH DFND 1 2480 0 0 TARGET CORP COMMON STOCK 87612E106 636 10745 SH DFND 1 10745 0 0 THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102 377 5911 SH DFND 1 5911 0 0 TRAVELERS COMPANIES INC COMMON STOCK 89417E109 734 10219 SH DFND 1 10219 0 0 UNITED PARCEL SERVICE INC COMMON STOCK 911312106 629 8532 SH DFND 1 8532 0 0 UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 340 4144 SH DFND 1 4144 0 0 VANGUARD FTSE ALL-WORLD EX-US ETF ETF 922042775 287 6275 SH DFND 1 6275 0 0 VANGUARD REIT ETF ETF 922908553 279 4235 SH DFND 1 4235 0 0 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 1429 17000 SH DFND 1 17000 0 0 VARIAN MEDICAL SYSTEMS INC COMMON STOCK 92220P105 398 5856 SH DFND 1 5856 0 0 VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 1071 24744 SH DFND 1 24744 0 0 VODAFONE GROUP PLC SPONSORED ADR NEW FOREIGN STOCK 92857W209 200 7956 SH DFND 1 7956 0 0 WAL-MART STORES INC COMMON STOCK 931142103 2875 42141 SH DFND 1 42141 0 0 WALTER ENERGY INC COMMON STOCK 93317Q105 255 7100 SH DFND 1 7100 0 0 WASTE MANAGEMENT INC COMMON STOCK 94106L109 1132 33559 SH DFND 1 33559 0 0 WILLIS GROUP HOLDINGS PUBLIC L SHS FOREIGN STOCK G96666105 231 6900 SH DFND 1 6900 0 0 YUM BRANDS INC COMMON STOCK 988498101 288 4330 SH DFND 1 4330 0 0 ISHARES GSCI COMMODITY INDEXED TRUST ETF 46428R107 583 17782 SH DFND 1 17782 0 0 REPUBLIC SERVICES INC COMMON STOCK 760759100 232 7900 SH DFND 1 7900 0 0 ISHARES MSCI SINGAPORE INDEX ETF 464286673 139 10174 SH DFND 1 10174 0 0 STEWART ENTERPRISES INC COMMON STOCK 860370105 240 31450 SH DFND 1 31450 0 0 Google Inc Cl A COMMON STOCK 38259p508 541 805 SH DFND 1 805 0 0 Berkshire Hathaway Inc COMMON STOCK 084670702 579 6695 SH DFND 1 6695 0 0 Verisk Analytics Inc COMMON STOCK 92345Y106 260 5285 SH DFND 1 5285 0 0 POWERSHARES DB COMMODITY INDEX TRACKING ETF 73935S105 379 13630 SH DFND 1 13630 0 0 VANGUARD RUSSELL 2000 ETF ETF 92206C664 280 4176 SH DFND 1 4176 0 0 VANGUARD RUSSELL 1000 ETF ETF 92206C730 773 11861 SH DFND 1 11861 0 0 WESTERN UNION CO COMMON STOCK 959802109 148 10875 SH DFND 1 10875 0 0 JPMorgan Alerian MLP Index ETN ETF 46625H365 2891 77264 SH DFND 1 77264 0 0 New Hampshire Thrift Bancshares ETF 644722100 603 47519 SH DFND 1 47519 0 0 Schlumberger Ltd COMMON STOCK 806857108 261 3905 SH DFND 1 3905 0 0 American Express Company COMMON STOCK 025816109 301 5436 SH DFND 1 5436 0 0 EMC Corp COMMON STOCK 268648102 274 11177 SH DFND 1 11177 0 0 Charles Schwab Corp COMMON STOCK 808513105 349 25234 SH DFND 1 25234 0 0 Cummings Inc COMMON STOCK 231021106 463 4441 SH DFND 1 4441 0 0 Expeditors Intl Of Washington Inc COMMON STOCK 302130109 248 6490 SH DFND 1 6490 0 0 Express Scripts Holding Co COMMON STOCK 30219G108 384 7390 SH DFND 1 7390 0 0 Perrigo Co COMMON STOCK 714290103 201 2010 SH DFND 1 2010 0 0 Priceline Com Inc COMMON STOCK 741503403 236 395 SH DFND 1 395 0 0 Visa Inc Class A Shs COMMON STOCK 92826C839 287 1970 SH DFND 1 1970 0 0