Managing Director, Iberia Wealth Advisors

0000950123-13-009372.txt : 20131113 0000950123-13-009372.hdr.sgml : 20131113 20131113171532 ACCESSION NUMBER: 0000950123-13-009372 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 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: 131215615 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 06-30-2013 06-30-2013 Iberiabank Corp

200 West Congress Street Lafayette LA 70501

13F HOLDINGS REPORT 028-15633 028-15633 Iberiabank N Jason Waters Managing Director, Iberia Wealth Advisors 205-803-5863 Jason H. Waters Birmingham AL 11-13-2013 1 136 132471 false 1 028-15633 Iberiabank INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M CO COMMON STOCK 88579Y101 1184 10831 SH DFND 1 10831 0 0 ABBVIE INC COMMON STOCK 00287Y109 1987 48063 SH DFND 1 48063 0 0 ALTRIA GROUP INC COMMON STOCK 02209S103 456 13020 SH DFND 1 13020 0 0 AMDOCS LTD COMMON STOCK G02602103 274 7379 SH DFND 1 7379 0 0 AMERICAN EXPRESS CO CO COMMON STOCK 025816109 337 4510 SH DFND 1 4510 0 0 APPLE INC COMMON STOCK 037833100 1204 3037 SH DFND 1 3037 0 0 ASTRAZENECA PLC SPONSORED ADR FOREIGN STOCK 046353108 204 4314 SH DFND 1 4314 0 0 AT&T INC COM COMMON STOCK 00206R102 2616 73886 SH DFND 1 73886 0 0 AUTOZONE INC COMMON STOCK 053332102 319 753 SH DFND 1 753 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 944 73400 SH DFND 1 73400 0 0 BARCLAYS BANK PLC S&P GSCI TOTAL RETURN INDEX ETN ETF 06738C794 4841 155564 SH DFND 1 155564 0 0 BB&T CORP COMMON STOCK 054937107 1243 36695 SH DFND 1 36695 0 0 BERKSHIRE HATHAWAY INC CLASS B NEW COMMON STOCK 084670702 913 8160 SH DFND 1 8160 0 0 BRISTOL MYERS SQUIBB COMMON STOCK 110122108 2431 54392 SH DFND 1 54392 0 0 BROOKFIELD ASSET MANAGEMENT FOREIGN STOCK 112585104 255 7075 SH DFND 1 7075 0 0 BUCKEYE PARTNERS LP COMMON STOCK 118230101 355 5063 SH DFND 1 5063 0 0 CELLDEX THERAPEUTICS INC COMMON STOCK 15117B103 156 10000 SH DFND 1 10000 0 0 CHEVRON CORP COMMON STOCK 166764100 2448 20682 SH DFND 1 20682 0 0 CINCINNATI FINANCIAL CORP COMMON STOCK 172062101 1744 37972 SH DFND 1 37972 0 0 CISCO SYSTEMS INC COMMON STOCK 17275R102 1396 57383 SH DFND 1 57383 0 0 COACH INC COMMON STOCK 189754104 453 7928 SH DFND 1 7928 0 0 COCA COLA CO COMMON STOCK 191216100 525 13100 SH DFND 1 13100 0 0 COGNIZANT TECH SOLUTIONS CL A COMMON STOCK 192446102 661 10549 SH DFND 1 10549 0 0 CONAGRA FOODS COMMON STOCK 205887102 896 25637 SH DFND 1 25637 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 1954 32302 SH DFND 1 32302 0 0 CONSOLIDATED EDISON INC COMMON COMMON STOCK 209115104 648 11107 SH DFND 1 11107 0 0 CORRECTIONS CORP OF AMERICA NEW COMMON STOCK 22025Y407 396 11693 SH DFND 1 11693 0 0 CULLEN FROST BANKERS INC COMMON STOCK 229899109 1155 17300 SH DFND 1 17300 0 0 CUMMINS INC COMMON STOCK 231021106 487 4490 SH DFND 1 4490 0 0 DARDEN RESTAURANTS INC COMMON STOCK 237194105 1666 33011 SH DFND 1 33011 0 0 DOMINION RESOURCES INC COMMON STOCK 25746U109 290 5108 SH DFND 1 5108 0 0 DOW CHEMICAL CO COMMON STOCK 260543103 1514 47066 SH DFND 1 47066 0 0 DUKE ENERGY CORP COMMON STOCK 26441C204 2154 31916 SH DFND 1 31916 0 0 EATON CORP PLC FOREIGN STOCK G29183103 292 4443 SH DFND 1 4443 0 0 EMC CORP MASS COMMON STOCK 268648102 706 29900 SH DFND 1 29900 0 0 EMERSON ELECTRIC CO COMMON STOCK 291011104 1333 24438 SH DFND 1 24438 0 0 ENERGY TRANSFER PARTNERS LP COMMON STOCK 29273R109 266 5271 SH DFND 1 5271 0 0 ENSCO PLC CL A FOREIGN STOCK G3157S106 254 4367 SH DFND 1 4367 0 0 ENTERPRISE PRODUCTS PARTNERS LP COMMON STOCK 293792107 700 11263 SH DFND 1 11263 0 0 EXPRESS SCRIPTS HOLDING COMPANY COMMON STOCK 30219G108 656 10618 SH DFND 1 10618 0 0 EXXON MOBIL CORP COMMON STOCK 30231G102 2183 24166 SH DFND 1 24166 0 0 FEDEX CORP COMMON STOCK 31428X106 560 5680 SH DFND 1 5680 0 0 FISERV INC COMMON STOCK 337738108 238 2725 SH DFND 1 2725 0 0 FLEETCOR TECHNOLOGIES INC COMMON STOCK 339041105 4932 60660 SH DFND 1 60660 0 0 FLOWSERVE CORP COMMON STOCK 34354P105 409 7578 SH DFND 1 7578 0 0 GALLAGHER ARTHUR J & CO COMMON STOCK 363576109 254 5825 SH DFND 1 5825 0 0 GANNETT INC COMMON STOCK 364730101 402 16425 SH DFND 1 16425 0 0 GENERAL MILLS INC COMMON STOCK 370334104 456 9400 SH DFND 1 9400 0 0 GENUINE PARTS CO COMMON STOCK 372460105 2198 28155 SH DFND 1 28155 0 0 GILEAD SCIENCES INC COMMON STOCK 375558103 470 9160 SH DFND 1 9160 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR FOREIGN STOCK 37733W105 218 4363 SH DFND 1 4363 0 0 GOOGLE INC COMMON STOCK 38259P508 725 824 SH DFND 1 824 0 0 GREENHAVEN CONTINUOUS COMMODITY INDEX ETF 395258106 628 24350 SH DFND 1 24350 0 0 HARRIS CORP COMMON STOCK 413875105 629 12776 SH DFND 1 12776 0 0 HCC INSURANCE HOLDINGS INC COMMON STOCK 404132102 383 8875 SH DFND 1 8875 0 0 HOWARD HUGHES CORP COMMON STOCK 44267D107 325 2900 SH DFND 1 2900 0 0 IBERIABANK CORP COMMON STOCK 450828108 1640 30582 SH DFND 1 30582 0 0 ILLINOIS TOOL WORKS INC COMMON STOCK 452308109 715 10339 SH DFND 1 10339 0 0 INTEL CORP COMMON STOCK 458140100 1898 78332 SH DFND 1 78332 0 0 INTERNATIONAL BUSINESS MACHINES COMMON STOCK 459200101 367 1919 SH DFND 1 1919 0 0 ISHARES BARCLAYS INTERMEDIATE CREDIT BOND FUND ETF 464288638 862 8003 SH DFND 1 8003 0 0 ISHARES IBOXX INVESTMENT GRADE CORP BOND ETF 464287242 217 1910 SH DFND 1 1910 0 0 ISHARES RUSSELL 1000 GROWTH INDEX ETF 464287614 1525 20971 SH DFND 1 20971 0 0 ISHARES RUSSELL 1000 VALUE INDEX ETF 464287598 1606 19163 SH DFND 1 19163 0 0 ISHARES RUSSELL 2000 VALUE INDEX ETF 464287630 348 4056 SH DFND 1 4056 0 0 ISHARES RUSSELL MIDCAP GROWTH INDEX ETF 464287481 265 3700 SH DFND 1 3700 0 0 ISHARES RUSSELL MIDCAP INDEX ETF 464287499 812 6250 SH DFND 1 6250 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 1641 19113 SH DFND 1 19113 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 1876 35542 SH DFND 1 35542 0 0 JPMORGAN CHASE & CO JP MORGAN ALERIAN ETF ETF 46625H365 4373 93765 SH DFND 1 93765 0 0 KINDER MORGAN ENERGY LP COMMON STOCK 494550106 702 8223 SH DFND 1 8223 0 0 KRAFT FOODS GROUP INC COMMON STOCK 50076Q106 2194 39271 SH DFND 1 39271 0 0 LIBERTY INTERACTIVE CORP SERIES A COMMON STOCK 53071M104 312 13550 SH DFND 1 13550 0 0 LIQUIDITY SERVICES INC COMMON STOCK 53635B107 230 6647 SH DFND 1 6647 0 0 LOCKHEED MARTIN CORP COMMON STOCK 539830109 1324 12209 SH DFND 1 12209 0 0 MARKET VECTORS AGRIBUSINESS ETF ETF 57060U605 289 5645 SH DFND 1 5645 0 0 MATTEL INC COMMON STOCK 577081102 305 6731 SH DFND 1 6731 0 0 MCDONALDS CORP COMMON STOCK 580135101 1979 19991 SH DFND 1 19991 0 0 MEADWESTVACO CORP COMMON STOCK 583334107 661 19393 SH DFND 1 19393 0 0 MERCK & CO INC COMMON STOCK 58933Y105 2181 46943 SH DFND 1 46943 0 0 MICROCHIP TECH INC COMMON STOCK 595017104 1908 51226 SH DFND 1 51226 0 0 MICROSOFT CORP COMMON STOCK 594918104 1440 41696 SH DFND 1 41696 0 0 MOLEX INC COMMON STOCK 608554101 1177 40102 SH DFND 1 40102 0 0 MONSTER BEVERAGE CORP COMMON STOCK 611740101 320 5265 SH DFND 1 5265 0 0 MSC INDUSTRIAL DIRECT INC CL A COMMON STOCK 553530106 312 4025 SH DFND 1 4025 0 0 NATIONAL GRID PLC SPONSORED ADR NEW FOREIGN STOCK 636274300 260 4596 SH DFND 1 4596 0 0 NATIONAL OIL WELL VARCO INC COMMON STOCK 637071101 352 5112 SH DFND 1 5112 0 0 NIKE INC COMMON STOCK 654106103 306 4800 SH DFND 1 4800 0 0 OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 1183 13253 SH DFND 1 13253 0 0 OPEN TEXT CORP COMMON STOCK 683715106 301 4400 SH DFND 1 4400 0 0 PAYCHEX INC COMMON STOCK 704326107 1886 51658 SH DFND 1 51658 0 0 PEOPLES UNITED FINANCIAL INC COMMON STOCK 712704105 827 55520 SH DFND 1 55520 0 0 PEPSICO INC COMMON STOCK 713448108 414 5059 SH DFND 1 5059 0 0 PERRIGO CO. COMMON STOCK 714290103 359 2966 SH DFND 1 2966 0 0 PFIZER INC COMMON STOCK 717081103 1245 44437 SH DFND 1 44437 0 0 PHILIP MORRIS INTERNATIONAL INC COMMON STOCK 718172109 2282 26346 SH DFND 1 26346 0 0 PIMCO ETF TR 1-5 YR US TIPS INDEX ETF 72201R205 1592 30229 SH DFND 1 30229 0 0 PLAINS ALL AMERICAN PIPELINE LP COMMON STOCK 726503105 1427 25566 SH DFND 1 25566 0 0 PPG INDUSTRIES INC COMMON STOCK 693506107 344 2350 SH DFND 1 2350 0 0 PRICELINE.COM INC COMMON STOCK 741503403 400 484 SH DFND 1 484 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 1128 14651 SH DFND 1 14651 0 0 QUALCOMM INC COMMON STOCK 747525103 782 12799 SH DFND 1 12799 0 0 ROYAL DUTCH SHELL PLC SPONSORED ADR B FOREIGN STOCK 780259107 354 5338 SH DFND 1 5338 0 0 SCHLUMBERGER COMMON STOCK 806857108 749 10449 SH DFND 1 10449 0 0 SCHWAB CHARLES CORP NEW COMMON STOCK 808513105 477 22483 SH DFND 1 22483 0 0 SCRIPPS NETWORKS INTERACT INC COMMON STOCK 811065101 267 4000 SH DFND 1 4000 0 0 SHIRE PLC SPONSORED ADR FOREIGN STOCK 82481R106 258 2715 SH DFND 1 2715 0 0 SIRIUS XM RADIO COMMON STOCK 82967N108 412 122925 SH DFND 1 122925 0 0 SOUTHERN CO COMMON STOCK 842587107 2228 50498 SH DFND 1 50498 0 0 SPDR DOW JONES INTL REAL ESTATE ETF 78463X863 505 12660 SH DFND 1 12660 0 0 SPDR S&P DIVIDEND ETF 78464A763 202 3045 SH DFND 1 3045 0 0 SPECTRA ENERGY CORP COMMON STOCK 847560109 272 7900 SH DFND 1 7900 0 0 STANLEY BLACK & DECKER INC COMMON STOCK 854502101 788 10189 SH DFND 1 10189 0 0 STAPLES INC COMMON STOCK 855030102 1300 81916 SH DFND 1 81916 0 0 STERICYCLE INC COMMON STOCK 858912108 355 3213 SH DFND 1 3213 0 0 THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102 488 5769 SH DFND 1 5769 0 0 TRAVELERS COMPANIES INC COMMON STOCK 89417E109 212 2648 SH DFND 1 2648 0 0 UNILEVER PLC SPONSORED ADR FOREIGN STOCK 904767704 231 5717 SH DFND 1 5717 0 0 UNITED PARCEL SERVICE INC COMMON STOCK 911312106 1188 13734 SH DFND 1 13734 0 0 UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 503 5413 SH DFND 1 5413 0 0 VANGUARD FTSE ALL-WORLD EX-US ETF ETF 922042775 284 6423 SH DFND 1 6423 0 0 VANGUARD MSCI EMERGING MARKETS ETF ETF 922042858 204 5262 SH DFND 1 5262 0 0 VANGUARD REIT ETF ETF 922908553 1898 27614 SH DFND 1 27614 0 0 VANGUARD SHORT-TERM BOND ETF ETF 921937827 607 7575 SH DFND 1 7575 0 0 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 1404 17353 SH DFND 1 17353 0 0 VARIAN MEDICAL SYSTEMS INC COMMON STOCK 92220P105 505 7486 SH DFND 1 7486 0 0 VERISK ANALYTICS INC CL A COMMON STOCK 92345Y106 408 6832 SH DFND 1 6832 0 0 VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 2332 46330 SH DFND 1 46330 0 0 VISA INC CL A COMMON STOCK 92826C839 643 3521 SH DFND 1 3521 0 0 VODAFONE GROUP PLC SPONSORED ADR NEW FOREIGN STOCK 92857W209 376 13070 SH DFND 1 13070 0 0 WAL-MART STORES INC COMMON STOCK 931142103 3133 42062 SH DFND 1 42062 0 0 WALTER INVESMENT MGMNT CORP COMMON STOCK 93317W102 216 6399 SH DFND 1 6399 0 0 WASTE MANAGEMENT INC COMMON STOCK 94106L109 2001 49611 SH DFND 1 49611 0 0 WELLS FARGO & CO COMPANY NEW COMMON STOCK 949746101 1285 31126 SH DFND 1 31126 0 0 WILLIS GROUP HOLDINGS PUBLIC L SHS FOREIGN STOCK G96666105 281 6900 SH DFND 1 6900 0 0 ZEBRA TECHNOLOGIES CORP CL A COMMON STOCK 989207105 213 4900 SH DFND 1 4900 0 0