Managing Director, Iberia Wealth Advisors

0000950123-14-001543.txt : 20140211 0000950123-14-001543.hdr.sgml : 20140211 20140211105017 ACCESSION NUMBER: 0000950123-14-001543 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140211 DATE AS OF CHANGE: 20140211 EFFECTIVENESS DATE: 20140211 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: 14592067 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 12-31-2013 12-31-2013 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 02-10-2014 1 141 153138 false 1 028-15633 Iberiabank INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M CO COMMON STOCK 88579Y101 527 3759 SH DFND 1 3759 0 0 ABBVIE INC COMMON STOCK 00287Y109 2745 51981 SH DFND 1 51981 0 0 ALTRIA GROUP INC COMMON STOCK 02209S103 835 21746 SH DFND 1 21746 0 0 AMDOCS LTD COMMON STOCK G02602103 307 7446 SH DFND 1 7446 0 0 AMERICAN EXPRESS CO CO COMMON STOCK 025816109 381 4199 SH DFND 1 4199 0 0 APPLE INC COMMON STOCK 037833100 1529 2726 SH DFND 1 2726 0 0 AT&T INC COM COMMON STOCK 00206R102 2725 77515 SH DFND 1 77515 0 0 AUTOZONE INC COMMON STOCK 053332102 846 1770 SH DFND 1 1770 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 1094 70292 SH DFND 1 70292 0 0 BARCLAYS BANK PLC S&P GSCI TOTAL RETURN INDEX ETN ETF-EQUITY 06738C794 237 7291 SH DFND 1 7291 0 0 BB&T CORP COMMON STOCK 054937107 1599 42841 SH DFND 1 42841 0 0 BEMIS INC COMMON STOCK 081437105 3146 76800 SH DFND 1 76800 0 0 BERKSHIRE HATHAWAY INC CLASS B NEW COMMON STOCK 084670702 909 7666 SH DFND 1 7666 0 0 BRISTOL MYERS SQUIBB COMMON STOCK 110122108 1946 36611 SH DFND 1 36611 0 0 BROOKFIELD ASSET MANAGEMENT FOREIGN STOCK 112585104 275 7075 SH DFND 1 7075 0 0 CHEVRON CORP COMMON STOCK 166764100 3201 25627 SH DFND 1 25627 0 0 CHICAGO BRIDGE & IRON CO NV FOREIGN STOCK 167250109 240 2881 SH DFND 1 2881 0 0 CINCINNATI FINANCIAL CORP COMMON STOCK 172062101 2307 44054 SH DFND 1 44054 0 0 CISCO SYSTEMS INC COMMON STOCK 17275R102 2099 93602 SH DFND 1 93602 0 0 COCA COLA CO COMMON STOCK 191216100 524 12691 SH DFND 1 12691 0 0 COGNIZANT TECH SOLUTIONS CL A COMMON STOCK 192446102 823 8154 SH DFND 1 8154 0 0 CONAGRA FOODS COMMON STOCK 205887102 929 27565 SH DFND 1 27565 0 0 CONCHO RESOURCES INC COMMON STOCK 20605P101 216 2000 SH DFND 1 2000 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 2680 37927 SH DFND 1 37927 0 0 CONSOLIDATED EDISON INC COMMON COMMON STOCK 209115104 714 12917 SH DFND 1 12917 0 0 CORRECTIONS CORP OF AMERICA NEW COMMON STOCK 22025Y407 411 12823 SH DFND 1 12823 0 0 CULLEN FROST BANKERS INC COMMON STOCK 229899109 1524 20473 SH DFND 1 20473 0 0 CUMMINS INC COMMON STOCK 231021106 585 4153 SH DFND 1 4153 0 0 DARDEN RESTAURANTS INC COMMON STOCK 237194105 2163 39790 SH DFND 1 39790 0 0 DIRECTV COMMON STOCK 25490A309 257 3721 SH DFND 1 3721 0 0 DOMINION RESOURCES INC COMMON STOCK 25746U109 270 4180 SH DFND 1 4180 0 0 DOW CHEMICAL CO COMMON STOCK 260543103 2490 56074 SH DFND 1 56074 0 0 DUKE ENERGY CORP COMMON STOCK 26441C204 2470 35794 SH DFND 1 35794 0 0 DUN & BRADSTREET CORP COMMON STOCK 26483E100 270 2200 SH DFND 1 2200 0 0 EATON CORP PLC FOREIGN STOCK G29183103 230 3018 SH DFND 1 3018 0 0 EMC CORP MASS COMMON STOCK 268648102 822 32685 SH DFND 1 32685 0 0 EMERSON ELECTRIC CO COMMON STOCK 291011104 1938 27610 SH DFND 1 27610 0 0 ENERGY TRANSFER PARTNERS LP COMMON STOCK 29273R109 263 4588 SH DFND 1 4588 0 0 ENSCO PLC CL A FOREIGN STOCK G3157S106 299 5221 SH DFND 1 5221 0 0 ENTERPRISE PRODUCTS PARTNERS LP COMMON STOCK 293792107 377 5692 SH DFND 1 5692 0 0 EXPRESS SCRIPTS HOLDING COMPANY COMMON STOCK 30219G108 743 10585 SH DFND 1 10585 0 0 EXXON MOBIL CORP COMMON STOCK 30231G102 3515 34732 SH DFND 1 34732 0 0 FEDEX CORP COMMON STOCK 31428X106 750 5215 SH DFND 1 5215 0 0 FIRST TRUST SENIOR LOAN ETF ETF-FIXED INCOME 33738D309 233 4700 SH DFND 1 4700 0 0 FISERV INC COMMON STOCK 337738108 330 5590 SH DFND 1 5590 0 0 FLEETCOR TECHNOLOGIES INC COMMON STOCK 339041105 7108 60660 SH DFND 1 60660 0 0 FLOWSERVE CORP COMMON STOCK 34354P105 695 8815 SH DFND 1 8815 0 0 GALLAGHER ARTHUR J & CO COMMON STOCK 363576109 273 5825 SH DFND 1 5825 0 0 GANNETT INC COMMON STOCK 364730101 642 21705 SH DFND 1 21705 0 0 GENERAL ELECTRIC CO COMMON STOCK 369604103 262 9357 SH DFND 1 9357 0 0 GENERAL MILLS INC COMMON STOCK 370334104 217 4338 SH DFND 1 4338 0 0 GENUINE PARTS CO COMMON STOCK 372460105 2485 29870 SH DFND 1 29870 0 0 GILEAD SCIENCES INC COMMON STOCK 375558103 559 7441 SH DFND 1 7441 0 0 GOOGLE INC COMMON STOCK 38259P508 774 691 SH DFND 1 691 0 0 GREENHAVEN CONTINUOUS COMMODITY INDEX ETF-ALTERNATIVE ASSETS 395258106 307 11941 SH DFND 1 11941 0 0 HARRIS CORP COMMON STOCK 413875105 978 14016 SH DFND 1 14016 0 0 HCC INSURANCE HOLDINGS INC COMMON STOCK 404132102 355 7695 SH DFND 1 7695 0 0 HOWARD HUGHES CORP COMMON STOCK 44267D107 348 2900 SH DFND 1 2900 0 0 IBERIABANK CORP COMMON STOCK 450828108 1822 28987 SH DFND 1 28987 0 0 ILLINOIS TOOL WORKS INC COMMON STOCK 452308109 968 11511 SH DFND 1 11511 0 0 INTEL CORP COMMON STOCK 458140100 2389 92027 SH DFND 1 92027 0 0 INTEL CORP CONVERTIBLE JUNIOR SUBORDINATED DEBENTURE 2.95% 12/15/2035 CONVERTIBLE CORPORATE BONDS 458140AD2 45 40000 SH DFND 1 40000 0 0 ISHARES BARCLAYS INTERMEDIATE CREDIT BOND FUND ETF-FIXED INCOME 464288638 479 4440 SH DFND 1 4440 0 0 ISHARES CORE S&P MIDCAP ETF ETF-EQUITY 464287507 322 2404 SH DFND 1 2404 0 0 ISHARES CORE S&P SMALL-CAP ETF ETF-EQUITY 464287804 236 2166 SH DFND 1 2166 0 0 ISHARES DOW JONES INTL SELECT DIV ID IDV ETF-EQUITY 464288448 435 11459 SH DFND 1 11459 0 0 ISHARES DOW JONES SELECT DIVIDEND INDEX ETF-EQUITY 464287168 610 8556 SH DFND 1 8556 0 0 ISHARES IBOXX INVESTMENT GRADE CORP BOND ETF-FIXED INCOME 464287242 258 2263 SH DFND 1 2263 0 0 ISHARES MSCI EAFE INDEX ETF-EQUITY 464287465 312 4655 SH DFND 1 4655 0 0 ISHARES RUSSELL 1000 GROWTH INDEX ETF-EQUITY 464287614 2288 26617 SH DFND 1 26617 0 0 ISHARES RUSSELL 1000 VALUE INDEX ETF-EQUITY 464287598 1916 20347 SH DFND 1 20347 0 0 ISHARES RUSSELL 2000 INDEX ETF-EQUITY 464287655 574 4975 SH DFND 1 4975 0 0 ISHARES RUSSELL MIDCAP GROWTH INDEX ETF-EQUITY 464287481 312 3700 SH DFND 1 3700 0 0 ISHARES RUSSELL MIDCAP INDEX ETF-EQUITY 464287499 556 3710 SH DFND 1 3710 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 2045 22331 SH DFND 1 22331 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 2321 39683 SH DFND 1 39683 0 0 JPMORGAN CHASE & CO JP MORGAN ALERIAN ETF ETF-EQUITY 46625H365 3930 84784 SH DFND 1 84784 0 0 KIMBERLY-CLARK CORP COMMON STOCK 494368103 1533 14672 SH DFND 1 14672 0 0 KINDER MORGAN ENERGY LP COMMON STOCK 494550106 456 5653 SH DFND 1 5653 0 0 KRAFT FOODS GROUP INC COMMON STOCK 50076Q106 2467 45768 SH DFND 1 45768 0 0 LIBERTY INTERACTIVE CORP SERIES A COMMON STOCK 53071M104 379 12905 SH DFND 1 12905 0 0 LINEAR TECHNOLOGY CORP CONVERTIBLE SENIOR NOTE 3% 05/01/2027 CONVERTIBLE CORPORATE BONDS 535678AC0 57 50000 SH DFND 1 50000 0 0 LOCKHEED MARTIN CORP COMMON STOCK 539830109 1962 13201 SH DFND 1 13201 0 0 M & T BANK CORP COMMON STOCK 55261F104 472 4054 SH DFND 1 4054 0 0 MARKET VECTORS AGRIBUSINESS ETF ETF-EQUITY 57060U605 420 7712 SH DFND 1 7712 0 0 MATTEL INC COMMON STOCK 577081102 322 6767 SH DFND 1 6767 0 0 MCDONALDS CORP COMMON STOCK 580135101 1724 17763 SH DFND 1 17763 0 0 MEADWESTVACO CORP COMMON STOCK 583334107 871 23577 SH DFND 1 23577 0 0 MERCK & CO INC COMMON STOCK 58933Y105 2683 53605 SH DFND 1 53605 0 0 MICROCHIP TECH INC COMMON STOCK 595017104 2598 58067 SH DFND 1 58067 0 0 MICROSOFT CORP COMMON STOCK 594918104 2215 59202 SH DFND 1 59202 0 0 MONDELEZ INTERNATIONAL INC COMMON STOCK 609207105 239 6757 SH DFND 1 6757 0 0 MONSTER BEVERAGE CORP COMMON STOCK 611740101 356 5254 SH DFND 1 5254 0 0 MSC INDUSTRIAL DIRECT INC CL A COMMON STOCK 553530106 326 4025 SH DFND 1 4025 0 0 NATIONAL GRID PLC SPONSORED ADR NEW FOREIGN STOCK 636274300 264 4048 SH DFND 1 4048 0 0 NATIONAL OIL WELL VARCO INC COMMON STOCK 637071101 406 5106 SH DFND 1 5106 0 0 NORFOLK SOUTHERN CORP COMMON STOCK 655844108 1503 16187 SH DFND 1 16187 0 0 OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 1465 15409 SH DFND 1 15409 0 0 OPEN TEXT CORP COMMON STOCK 683715106 405 4400 SH DFND 1 4400 0 0 PAYCHEX INC COMMON STOCK 704326107 2624 57639 SH DFND 1 57639 0 0 PEOPLES UNITED FINANCIAL INC COMMON STOCK 712704105 1193 78885 SH DFND 1 78885 0 0 PFIZER INC COMMON STOCK 717081103 2145 70042 SH DFND 1 70042 0 0 PHILIP MORRIS INTERNATIONAL INC COMMON STOCK 718172109 3490 40057 SH DFND 1 40057 0 0 PLAINS ALL AMERICAN PIPELINE LP COMMON STOCK 726503105 1306 25226 SH DFND 1 25226 0 0 PRICELINE.COM INC COMMON STOCK 741503403 411 354 SH DFND 1 354 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 994 12210 SH DFND 1 12210 0 0 QUALCOMM INC COMMON STOCK 747525103 1037 13972 SH DFND 1 13972 0 0 RAYTHEON CO COMMON STOCK 755111507 250 2759 SH DFND 1 2759 0 0 REGIONS FINANCIAL CORP COMMON STOCK 7591EP100 287 28986 SH DFND 1 28986 0 0 ROYAL DUTCH SHELL PLC SPONSORED ADR B FOREIGN STOCK 780259107 361 4808 SH DFND 1 4808 0 0 SCHLUMBERGER COMMON STOCK 806857108 719 7977 SH DFND 1 7977 0 0 SCHWAB CHARLES CORP NEW COMMON STOCK 808513105 220 8459 SH DFND 1 8459 0 0 SCRIPPS NETWORKS INTERACT INC COMMON STOCK 811065101 354 4095 SH DFND 1 4095 0 0 SHIRE PLC SPONSORED ADR FOREIGN STOCK 82481R106 327 2315 SH DFND 1 2315 0 0 SOUTHERN CO COMMON STOCK 842587107 2368 57604 SH DFND 1 57604 0 0 SPDR S&P 500 ETF-EQUITY 78462F103 1444 7816 SH DFND 1 7816 0 0 SPDR S&P DIVIDEND ETF-EQUITY 78464A763 208 2870 SH DFND 1 2870 0 0 SPECTRA ENERGY CORP COMMON STOCK 847560109 255 7163 SH DFND 1 7163 0 0 STANLEY BLACK & DECKER INC COMMON STOCK 854502101 970 12023 SH DFND 1 12023 0 0 STAPLES INC COMMON STOCK 855030102 1481 93187 SH DFND 1 93187 0 0 STERICYCLE INC COMMON STOCK 858912108 447 3851 SH DFND 1 3851 0 0 THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102 551 4951 SH DFND 1 4951 0 0 TUPPERWARE CORP COMMON STOCK 899896104 525 5550 SH DFND 1 5550 0 0 UNITED PARCEL SERVICE INC COMMON STOCK 911312106 1661 15811 SH DFND 1 15811 0 0 UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 259 2278 SH DFND 1 2278 0 0 VANGUARD REIT ETF ETF-EQUITY 922908553 1239 19193 SH DFND 1 19193 0 0 VANGUARD SHORT-TERM BOND ETF ETF-FIXED INCOME 921937827 265 3313 SH DFND 1 3313 0 0 VANGUARD TOTAL BOND MARKET ETF ETF-FIXED INCOME 921937835 297 3711 SH DFND 1 3711 0 0 VARIAN MEDICAL SYSTEMS INC COMMON STOCK 92220P105 519 6678 SH DFND 1 6678 0 0 VERISK ANALYTICS INC CL A COMMON STOCK 92345Y106 421 6399 SH DFND 1 6399 0 0 VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 2507 51008 SH DFND 1 51008 0 0 VISA INC CL A COMMON STOCK 92826C839 747 3356 SH DFND 1 3356 0 0 VODAFONE GROUP PLC SPONSORED ADR NEW FOREIGN STOCK 92857W209 208 5302 SH DFND 1 5302 0 0 WAL-MART STORES INC COMMON STOCK 931142103 2679 34047 SH DFND 1 34047 0 0 WALTER INVESMENT MGMNT CORP COMMON STOCK 93317W102 276 7799 SH DFND 1 7799 0 0 WASTE MANAGEMENT INC COMMON STOCK 94106L109 2510 55940 SH DFND 1 55940 0 0 WELLS FARGO & CO COMPANY NEW COMMON STOCK 949746101 1695 37336 SH DFND 1 37336 0 0 WILLIS GROUP HOLDINGS PUBLIC L SHS FOREIGN STOCK G96666105 309 6900 SH DFND 1 6900 0 0 WINDSTREAM HOLDINGS CORP COMMON STOCK 97382A101 206 25853 SH DFND 1 25853 0 0 ZEBRA TECHNOLOGIES CORP CL A COMMON STOCK 989207105 265 4900 SH DFND 1 4900 0 0 VANGUARD SHORT TERM GOVT BOND INDEX ETF-FIXED INCOME 92206C102 387 6352 SH DFND 1 6352 0 0