Managing Director, Iberia Wealth Advisors

0000950123-13-009374.txt : 20131113 0000950123-13-009374.hdr.sgml : 20131113 20131113171751 ACCESSION NUMBER: 0000950123-13-009374 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130930 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: 131215641 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 09-30-2013 09-30-2013 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 1 151 152380 false 1 028-15633 Iberiabank INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M CO COMMON STOCK 88579Y101 1511 12653 SH DFND 1 12653 0 0 ABBOTT LABS COMMON STOCK 002824100 225 6787 SH DFND 1 6787 0 0 ABBVIE INC COMMON STOCK 00287Y109 2497 55813 SH DFND 1 55813 0 0 ALTRIA GROUP INC COMMON STOCK 02209S103 763 22227 SH DFND 1 22227 0 0 AMDOCS LTD COMMON STOCK G02602103 273 7446 SH DFND 1 7446 0 0 AMERICAN EXPRESS CO CO COMMON STOCK 025816109 323 4273 SH DFND 1 4273 0 0 APPLE INC COMMON STOCK 037833100 1338 2806 SH DFND 1 2806 0 0 ASTRAZENECA PLC SPONSORED ADR FOREIGN STOCK 046353108 201 3875 SH DFND 1 3875 0 0 AT&T INC COM COMMON STOCK 00206R102 2767 81830 SH DFND 1 81830 0 0 AUTOZONE INC COMMON STOCK 053332102 740 1750 SH DFND 1 1750 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 1062 76943 SH DFND 1 76943 0 0 BARCLAYS BANK PLC S&P GSCI TOTAL RETURN INDEX ETN ETF 06738C794 3984 121653 SH DFND 1 121653 0 0 BB&T CORP COMMON STOCK 054937107 1459 43232 SH DFND 1 43232 0 0 BEMIS INC COMMON STOCK 081437105 2996 76800 SH DFND 1 76800 0 0 BERKSHIRE HATHAWAY INC CLASS B NEW COMMON STOCK 084670702 909 8005 SH DFND 1 8005 0 0 BRISTOL MYERS SQUIBB COMMON STOCK 110122108 2697 58266 SH DFND 1 58266 0 0 BROOKFIELD ASSET MANAGEMENT FOREIGN STOCK 112585104 265 7075 SH DFND 1 7075 0 0 BUCKEYE PARTNERS LP COMMON STOCK 118230101 310 4738 SH DFND 1 4738 0 0 CHEVRON CORP COMMON STOCK 166764100 3064 25214 SH DFND 1 25214 0 0 CINCINNATI FINANCIAL CORP COMMON STOCK 172062101 2084 44182 SH DFND 1 44182 0 0 CISCO SYSTEMS INC COMMON STOCK 17275R102 1542 65821 SH DFND 1 65821 0 0 COACH INC COMMON STOCK 189754104 471 8629 SH DFND 1 8629 0 0 COCA COLA CO COMMON STOCK 191216100 467 12334 SH DFND 1 12334 0 0 COGNIZANT TECH SOLUTIONS CL A COMMON STOCK 192446102 723 8808 SH DFND 1 8808 0 0 CONAGRA FOODS COMMON STOCK 205887102 824 27172 SH DFND 1 27172 0 0 CONCHO RESOURCES INC COMMON STOCK 20605P101 218 2000 SH DFND 1 2000 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 2670 38418 SH DFND 1 38418 0 0 CONSOLIDATED EDISON INC COMMON COMMON STOCK 209115104 638 11567 SH DFND 1 11567 0 0 CORRECTIONS CORP OF AMERICA NEW COMMON STOCK 22025Y407 505 14616 SH DFND 1 14616 0 0 CULLEN FROST BANKERS INC COMMON STOCK 229899109 1436 20350 SH DFND 1 20350 0 0 CUMMINS INC COMMON STOCK 231021106 565 4249 SH DFND 1 4249 0 0 DARDEN RESTAURANTS INC COMMON STOCK 237194105 1816 39228 SH DFND 1 39228 0 0 DIRECTV COMMON STOCK 25490A309 222 3721 SH DFND 1 3721 0 0 DOMINION RESOURCES INC COMMON STOCK 25746U109 282 4510 SH DFND 1 4510 0 0 DOW CHEMICAL CO COMMON STOCK 260543103 2123 55295 SH DFND 1 55295 0 0 DUKE ENERGY CORP COMMON STOCK 26441C204 2371 35510 SH DFND 1 35510 0 0 DUN & BRADSTREET CORP COMMON STOCK 26483E100 221 2130 SH DFND 1 2130 0 0 EATON CORP PLC FOREIGN STOCK G29183103 320 4643 SH DFND 1 4643 0 0 EMC CORP MASS COMMON STOCK 268648102 773 30260 SH DFND 1 30260 0 0 EMERSON ELECTRIC CO COMMON STOCK 291011104 1776 27457 SH DFND 1 27457 0 0 ENERGY TRANSFER PARTNERS LP COMMON STOCK 29273R109 258 4954 SH DFND 1 4954 0 0 ENSCO PLC CL A FOREIGN STOCK G3157S106 244 4547 SH DFND 1 4547 0 0 ENTERPRISE PRODUCTS PARTNERS LP COMMON STOCK 293792107 645 10563 SH DFND 1 10563 0 0 EXPRESS SCRIPTS HOLDING COMPANY COMMON STOCK 30219G108 648 10480 SH DFND 1 10480 0 0 EXXON MOBIL CORP COMMON STOCK 30231G102 3257 37850 SH DFND 1 37850 0 0 FEDEX CORP COMMON STOCK 31428X106 648 5680 SH DFND 1 5680 0 0 FIRST TRUST SENIOR LOAN ETF ETF 33738D309 232 4700 SH DFND 1 4700 0 0 FISERV INC COMMON STOCK 337738108 275 2725 SH DFND 1 2725 0 0 FLEETCOR TECHNOLOGIES INC COMMON STOCK 339041105 6682 60660 SH DFND 1 60660 0 0 FLOWSERVE CORP COMMON STOCK 34354P105 475 7617 SH DFND 1 7617 0 0 GALLAGHER ARTHUR J & CO COMMON STOCK 363576109 254 5825 SH DFND 1 5825 0 0 GANNETT INC COMMON STOCK 364730101 574 21425 SH DFND 1 21425 0 0 GENERAL ELECTRIC CO COMMON STOCK 369604103 228 9534 SH DFND 1 9534 0 0 GENERAL MILLS INC COMMON STOCK 370334104 546 11400 SH DFND 1 11400 0 0 GENUINE PARTS CO COMMON STOCK 372460105 2450 30283 SH DFND 1 30283 0 0 GILEAD SCIENCES INC COMMON STOCK 375558103 512 8147 SH DFND 1 8147 0 0 GOOGLE INC COMMON STOCK 38259P508 634 724 SH DFND 1 724 0 0 GREENHAVEN CONTINUOUS COMMODITY INDEX ETF 395258106 410 15534 SH DFND 1 15534 0 0 HARRIS CORP COMMON STOCK 413875105 862 14537 SH DFND 1 14537 0 0 HCC INSURANCE HOLDINGS INC COMMON STOCK 404132102 389 8875 SH DFND 1 8875 0 0 HOWARD HUGHES CORP COMMON STOCK 44267D107 326 2900 SH DFND 1 2900 0 0 IBERIABANK CORP COMMON STOCK 450828108 1515 29194 SH DFND 1 29194 0 0 ILLINOIS TOOL WORKS INC COMMON STOCK 452308109 894 11719 SH DFND 1 11719 0 0 INTEL CORP COMMON STOCK 458140100 2095 91389 SH DFND 1 91389 0 0 INTERNATIONAL BUSINESS MACHINES COMMON STOCK 459200101 365 1969 SH DFND 1 1969 0 0 ISHARES BARCLAYS INTERMEDIATE CREDIT BOND FUND ETF 464288638 479 4440 SH DFND 1 4440 0 0 ISHARES CORE S&P MIDCAP ETF ETF 464287507 234 1882 SH DFND 1 1882 0 0 ISHARES DOW JONES INTL SELECT DIV ID IDV ETF 464288448 383 10557 SH DFND 1 10557 0 0 ISHARES DOW JONES SELECT DIVIDEND INDEX ETF 464287168 565 8518 SH DFND 1 8518 0 0 ISHARES IBOXX INVESTMENT GRADE CORP BOND ETF 464287242 371 3270 SH DFND 1 3270 0 0 ISHARES MSCI EAFE INDEX ETF 464287465 212 3319 SH DFND 1 3319 0 0 ISHARES RUSSELL 1000 GROWTH INDEX ETF 464287614 1559 19930 SH DFND 1 19930 0 0 ISHARES RUSSELL 1000 VALUE INDEX ETF 464287598 1678 19472 SH DFND 1 19472 0 0 ISHARES RUSSELL 2000 INDEX ETF 464287655 208 1947 SH DFND 1 1947 0 0 ISHARES RUSSELL MIDCAP GROWTH INDEX ETF 464287481 303 3870 SH DFND 1 3870 0 0 ISHARES RUSSELL MIDCAP INDEX ETF 464287499 506 3641 SH DFND 1 3641 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 1770 20415 SH DFND 1 20415 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 2047 39592 SH DFND 1 39592 0 0 JPMORGAN CHASE & CO JP MORGAN ALERIAN ETF ETF 46625H365 4004 89766 SH DFND 1 89766 0 0 KIMBERLY-CLARK CORP COMMON STOCK 494368103 1405 14909 SH DFND 1 14909 0 0 KINDER MORGAN ENERGY LP COMMON STOCK 494550106 617 7728 SH DFND 1 7728 0 0 KRAFT FOODS GROUP INC COMMON STOCK 50076Q106 2436 46414 SH DFND 1 46414 0 0 LIBERTY INTERACTIVE CORP SERIES A COMMON STOCK 53071M104 319 13600 SH DFND 1 13600 0 0 LIQUIDITY SERVICES INC COMMON STOCK 53635B107 221 6600 SH DFND 1 6600 0 0 LOCKHEED MARTIN CORP COMMON STOCK 539830109 1735 13606 SH DFND 1 13606 0 0 M & T BANK CORP COMMON STOCK 55261F104 348 3110 SH DFND 1 3110 0 0 MARKET VECTORS AGRIBUSINESS ETF ETF 57060U605 341 6645 SH DFND 1 6645 0 0 MATTEL INC COMMON STOCK 577081102 283 6767 SH DFND 1 6767 0 0 MCDONALDS CORP COMMON STOCK 580135101 2067 21480 SH DFND 1 21480 0 0 MEADWESTVACO CORP COMMON STOCK 583334107 850 22150 SH DFND 1 22150 0 0 MERCK & CO INC COMMON STOCK 58933Y105 2549 53542 SH DFND 1 53542 0 0 MICROCHIP TECH INC COMMON STOCK 595017104 2363 58657 SH DFND 1 58657 0 0 MICROSOFT CORP COMMON STOCK 594918104 1582 47524 SH DFND 1 47524 0 0 MITSUBISHI UFJ FINANCIAL GRP INC SPONSORED ADR FOREIGN STOCK 606822104 67 10484 SH DFND 1 10484 0 0 MOLEX INC COMMON STOCK 608554101 1832 47567 SH DFND 1 47567 0 0 MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 322 10257 SH DFND 1 10257 0 0 MONSTER BEVERAGE CORP COMMON STOCK 611740101 275 5264 SH DFND 1 5264 0 0 MSC INDUSTRIAL DIRECT INC CL A COMMON STOCK 553530106 327 4025 SH DFND 1 4025 0 0 NATIONAL GRID PLC SPONSORED ADR NEW FOREIGN STOCK 636274300 242 4100 SH DFND 1 4100 0 0 NATIONAL OIL WELL VARCO INC COMMON STOCK 637071101 392 5023 SH DFND 1 5023 0 0 NIKE INC COMMON STOCK 654106103 350 4822 SH DFND 1 4822 0 0 OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 1447 15469 SH DFND 1 15469 0 0 OPEN TEXT CORP COMMON STOCK 683715106 328 4400 SH DFND 1 4400 0 0 PAYCHEX INC COMMON STOCK 704326107 2382 58614 SH DFND 1 58614 0 0 PEOPLES UNITED FINANCIAL INC COMMON STOCK 712704105 1047 72810 SH DFND 1 72810 0 0 PEPSICO INC COMMON STOCK 713448108 419 5273 SH DFND 1 5273 0 0 PERRIGO CO. COMMON STOCK 714290103 455 3689 SH DFND 1 3689 0 0 PFIZER INC COMMON STOCK 717081103 1537 53519 SH DFND 1 53519 0 0 PHILIP MORRIS INTERNATIONAL INC COMMON STOCK 718172109 3417 39460 SH DFND 1 39460 0 0 PIMCO ETF TR 1-5 YR US TIPS INDEX ETF 72201R205 503 9480 SH DFND 1 9480 0 0 PLAINS ALL AMERICAN PIPELINE LP COMMON STOCK 726503105 1346 25566 SH DFND 1 25566 0 0 POTASH CORP SASK INC FOREIGN STOCK 73755L107 286 9150 SH DFND 1 9150 0 0 PPG INDUSTRIES INC COMMON STOCK 693506107 377 2255 SH DFND 1 2255 0 0 PRICELINE.COM INC COMMON STOCK 741503403 405 401 SH DFND 1 401 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 1206 15956 SH DFND 1 15956 0 0 QUALCOMM INC COMMON STOCK 747525103 869 12910 SH DFND 1 12910 0 0 ROYAL DUTCH SHELL PLC SPONSORED ADR B FOREIGN STOCK 780259107 342 4966 SH DFND 1 4966 0 0 SCHLUMBERGER COMMON STOCK 806857108 906 10255 SH DFND 1 10255 0 0 SCHWAB CHARLES CORP NEW COMMON STOCK 808513105 306 14468 SH DFND 1 14468 0 0 SCRIPPS NETWORKS INTERACT INC COMMON STOCK 811065101 312 4000 SH DFND 1 4000 0 0 SHIRE PLC SPONSORED ADR FOREIGN STOCK 82481R106 326 2715 SH DFND 1 2715 0 0 SIRIUS XM RADIO COMMON STOCK 82967N108 476 122925 SH DFND 1 122925 0 0 SOUTHERN CO COMMON STOCK 842587107 2302 55889 SH DFND 1 55889 0 0 SPDR S&P 500 ETF 78462F103 314 1867 SH DFND 1 1867 0 0 SPDR S&P DIVIDEND ETF 78464A763 210 3045 SH DFND 1 3045 0 0 SPECTRA ENERGY CORP COMMON STOCK 847560109 251 7347 SH DFND 1 7347 0 0 STANLEY BLACK & DECKER INC COMMON STOCK 854502101 1066 11775 SH DFND 1 11775 0 0 STAPLES INC COMMON STOCK 855030102 1375 93850 SH DFND 1 93850 0 0 STERICYCLE INC COMMON STOCK 858912108 431 3733 SH DFND 1 3733 0 0 THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102 530 5750 SH DFND 1 5750 0 0 TOTAL S A SPONSORED ADR FOREIGN STOCK 89151E109 222 3838 SH DFND 1 3838 0 0 TUPPERWARE CORP COMMON STOCK 899896104 479 5550 SH DFND 1 5550 0 0 UBS E-TRACS ALERIAN MLP INFRASTRUCTURE ETN ETF 902641646 253 6518 SH DFND 1 6518 0 0 UNILEVER PLC SPONSORED ADR FOREIGN STOCK 904767704 227 5882 SH DFND 1 5882 0 0 UNITED PARCEL SERVICE INC COMMON STOCK 911312106 1480 16194 SH DFND 1 16194 0 0 UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 588 5449 SH DFND 1 5449 0 0 VANGUARD REIT ETF ETF 922908553 1533 23177 SH DFND 1 23177 0 0 VANGUARD SHORT-TERM BOND ETF ETF 921937827 243 3020 SH DFND 1 3020 0 0 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 417 5152 SH DFND 1 5152 0 0 VARIAN MEDICAL SYSTEMS INC COMMON STOCK 92220P105 491 6569 SH DFND 1 6569 0 0 VERISK ANALYTICS INC CL A COMMON STOCK 92345Y106 428 6592 SH DFND 1 6592 0 0 VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 2365 50674 SH DFND 1 50674 0 0 VISA INC CL A COMMON STOCK 92826C839 655 3428 SH DFND 1 3428 0 0 VODAFONE GROUP PLC SPONSORED ADR NEW FOREIGN STOCK 92857W209 400 11378 SH DFND 1 11378 0 0 WAL-MART STORES INC COMMON STOCK 931142103 2511 33953 SH DFND 1 33953 0 0 WALTER INVESMENT MGMNT CORP COMMON STOCK 93317W102 253 6399 SH DFND 1 6399 0 0 WASTE MANAGEMENT INC COMMON STOCK 94106L109 2334 56587 SH DFND 1 56587 0 0 WELLS FARGO & CO COMPANY NEW COMMON STOCK 949746101 1508 36486 SH DFND 1 36486 0 0 WILLIS GROUP HOLDINGS PUBLIC L SHS FOREIGN STOCK G96666105 299 6900 SH DFND 1 6900 0 0 WINDSTREAM HOLDINGS CORP COMMON STOCK 97382A101 208 26041 SH DFND 1 26041 0 0 ZEBRA TECHNOLOGIES CORP CL A COMMON STOCK 989207105 223 4900 SH DFND 1 4900 0 0