Managing Director, Iberia Wealth Advisors

0000950123-15-005731.txt : 20150513 0000950123-15-005731.hdr.sgml : 20150513 20150513164059 ACCESSION NUMBER: 0000950123-15-005731 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150513 DATE AS OF CHANGE: 20150513 EFFECTIVENESS DATE: 20150513 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: 15858946 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 03-31-2015 03-31-2015 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 Brmingham AL 05-11-2015 1 177 197366 false 1 028-15633 Iberiabank INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M CO COMMON STOCK 88579Y101 1873 11356 SH DFND 1 11356 0 0 ABBOTT LABS COMMON STOCK 002824100 281 6072 SH DFND 1 6072 0 0 ABBVIE INC COMMON STOCK 00287Y109 3745 63970 SH DFND 1 63970 0 0 ADT CORP COMMON STOCK 00101J106 214 5148 SH DFND 1 5148 0 0 ALTRIA GROUP INC COMMON STOCK 02209S103 823 16460 SH DFND 1 16460 0 0 AMDOCS LTD COMMON STOCK G02602103 391 7196 SH DFND 1 7196 0 0 AMERICAN EXPRESS CO CO COMMON STOCK 025816109 228 2924 SH DFND 1 2924 0 0 APPLE INC COMMON STOCK 037833100 1685 13545 SH DFND 1 13545 0 0 AT&T INC COMMON STOCK 00206R102 3649 111771 SH DFND 1 111771 0 0 AUTOZONE INC COMMON STOCK 053332102 1115 1635 SH DFND 1 1635 0 0 BAKER HUGHES INC COMMON STOCK 057224107 208 3265 SH DFND 1 3265 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 1204 78245 SH DFND 1 78245 0 0 BB&T CORP COMMON STOCK 054937107 2327 59691 SH DFND 1 59691 0 0 BEMIS INC COMMON STOCK 081437105 3557 76800 SH DFND 1 76800 0 0 BERKSHIRE HATHAWAY INC CLASS B NEW COMMON STOCK 084670702 940 6510 SH DFND 1 6510 0 0 BRISTOL MYERS SQUIBB CO COMMON STOCK 110122108 2215 34335 SH DFND 1 34335 0 0 BROADRIDGE FINL SOLUTIONS INC COMMON STOCK 11133T103 202 3680 SH DFND 1 3680 0 0 BROOKFIELD ASSET MANAGEMENT FOREIGN STOCK 112585104 307 5720 SH DFND 1 5720 0 0 CABELAS INC COMMON STOCK 126804301 239 4267 SH DFND 1 4267 0 0 CBRE GROUP INC CLASS A COMMON STOCK 12504L109 207 5360 SH DFND 1 5360 0 0 CENTENE CORP COMMON STOCK 15135B101 223 3155 SH DFND 1 3155 0 0 CHEVRON CORP COMMON STOCK 166764100 3866 36823 SH DFND 1 36823 0 0 CHICAGO BRIDGE & IRON CO NV FOREIGN STOCK 167250109 255 5169 SH DFND 1 5169 0 0 CINCINNATI FINANCIAL CORP COMMON STOCK 172062101 3365 63158 SH DFND 1 63158 0 0 CISCO SYSTEMS INC COMMON STOCK 17275R102 3642 132316 SH DFND 1 132316 0 0 CITIGROUP INC COMMON STOCK 172967424 226 4389 SH DFND 1 4389 0 0 CLEAN HARBORS INC COMMON STOCK 184496107 225 3971 SH DFND 1 3971 0 0 COACH INC COMMON STOCK 189754104 563 13582 SH DFND 1 13582 0 0 COCA COLA CO COMMON STOCK 191216100 750 18495 SH DFND 1 18495 0 0 COGNIZANT TECH SOLUTIONS CL A COMMON STOCK 192446102 669 10728 SH DFND 1 10728 0 0 CONAGRA FOODS INC COMMON STOCK 205887102 1368 37458 SH DFND 1 37458 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 3271 52536 SH DFND 1 52536 0 0 CONSOLIDATED EDISON INC COMMON COMMON STOCK 209115104 2199 36042 SH DFND 1 36042 0 0 CONSTELLATION BRANDS INC CL A COMMON STOCK 21036P108 327 2815 SH DFND 1 2815 0 0 CORRECTIONS CORP OF AMERICA NEW COMMON STOCK 22025Y407 473 11747 SH DFND 1 11747 0 0 COSTCO WHOLESALE CORP COMMON STOCK 22160K105 405 2673 SH DFND 1 2673 0 0 CUMMINS INC COMMON STOCK 231021106 325 2347 SH DFND 1 2347 0 0 CVS HEALTH CORP COMMON STOCK 126650100 554 5365 SH DFND 1 5365 0 0 DANAHER CORP COMMON STOCK 235851102 280 3294 SH DFND 1 3294 0 0 DARLING INGREDIENTS, INC. COMMON STOCK 237266101 147 10494 SH DFND 1 10494 0 0 DISNEY WALT CO COMMON STOCK 254687106 283 2699 SH DFND 1 2699 0 0 DOMINION RESOURCES INC COMMON STOCK 25746U109 233 3285 SH DFND 1 3285 0 0 DOW CHEMICAL CO COMMON STOCK 260543103 3407 71008 SH DFND 1 71008 0 0 DUKE ENERGY CORP COMMON STOCK 26441C204 3475 45253 SH DFND 1 45253 0 0 DUN & BRADSTREET CORP COMMON STOCK 26483E100 372 2900 SH DFND 1 2900 0 0 ECOLAB INC COMMON STOCK 278865100 356 3109 SH DFND 1 3109 0 0 EDWARDS LIFESCIENCES COMMON STOCK 28176E108 227 1593 SH DFND 1 1593 0 0 EMC CORP MASS COMMON STOCK 268648102 478 18711 SH DFND 1 18711 0 0 EMERSON ELECTRIC CO COMMON STOCK 291011104 486 8575 SH DFND 1 8575 0 0 ENTERPRISE PRODUCTS PARTNERS LP COMMON STOCK 293792107 284 8635 SH DFND 1 8635 0 0 EQUIFAX INC COMMON STOCK 294429105 250 2686 SH DFND 1 2686 0 0 EXXON MOBIL CORP COMMON STOCK 30231G102 4220 49648 SH DFND 1 49648 0 0 FACEBOOK INC CL A COMMON STOCK 30303M102 379 4614 SH DFND 1 4614 0 0 FEDEX CORP COMMON STOCK 31428X106 681 4115 SH DFND 1 4115 0 0 FISERV INC COMMON STOCK 337738108 390 4915 SH DFND 1 4915 0 0 FLOWSERVE CORP COMMON STOCK 34354P105 512 9066 SH DFND 1 9066 0 0 GALLAGHER ARTHUR J & CO COMMON STOCK 363576109 272 5825 SH DFND 1 5825 0 0 GANNETT INC COMMON STOCK 364730101 718 19362 SH DFND 1 19362 0 0 GENERAL ELECTRIC CO COMMON STOCK 369604103 2582 104073 SH DFND 1 104073 0 0 GENERAL MILLS INC COMMON STOCK 370334104 390 6890 SH DFND 1 6890 0 0 GENUINE PARTS CO COMMON STOCK 372460105 3313 35553 SH DFND 1 35553 0 0 GILEAD SCIENCES INC COMMON STOCK 375558103 361 3676 SH DFND 1 3676 0 0 GOLDMAN SACHS GROUP INC COMMON STOCK 38141G104 279 1483 SH DFND 1 1483 0 0 GOOGLE INC CL A COMMON STOCK 38259P508 511 921 SH DFND 1 921 0 0 GOOGLE INC CL C COMMON STOCK 38259P706 265 484 SH DFND 1 484 0 0 GROUPE CGI INC CL A SUB VTG FOREIGN STOCK 39945C109 328 7732 SH DFND 1 7732 0 0 HANESBRANDS INC COMMON STOCK 410345102 290 8666 SH DFND 1 8666 0 0 HARRIS CORP COMMON STOCK 413875105 1355 17207 SH DFND 1 17207 0 0 HCC INSURANCE HOLDINGS INC COMMON STOCK 404132102 417 7360 SH DFND 1 7360 0 0 HOME DEPOT INC COMMON STOCK 437076102 298 2620 SH DFND 1 2620 0 0 HOWARD HUGHES CORP COMMON STOCK 44267D107 379 2445 SH DFND 1 2445 0 0 IBERIABANK CORP COMMON STOCK 450828108 2236 35473 SH DFND 1 35473 0 0 ILLINOIS TOOL WORKS INC COMMON STOCK 452308109 254 2617 SH DFND 1 2617 0 0 INTERNATIONAL BUSINESS MACHINES COMMON STOCK 459200101 232 1446 SH DFND 1 1446 0 0 ISHARES 1-3 YEAR CREDIT BOND FUND ETF-FIXED INCOME 464288646 346 3281 SH DFND 1 3281 0 0 ISHARES CORE S&P MIDCAP ETF ETF-EQUITY 464287507 634 4171 SH DFND 1 4171 0 0 ISHARES DOW JONES INTL SELECT DIV ID IDV ETF-EQUITY 464288448 298 8858 SH DFND 1 8858 0 0 ISHARES DOW JONES SELECT DIVIDEND INDEX ETF-EQUITY 464287168 532 6825 SH DFND 1 6825 0 0 ISHARES IBOXX INVESTMENT GRADE CORP BOND ETF-FIXED INCOME 464287242 395 3244 SH DFND 1 3244 0 0 ISHARES MSCI EAFE INDEX ETF-EQUITY 464287465 417 6501 SH DFND 1 6501 0 0 ISHARES RUSSELL 1000 GROWTH INDEX ETF-EQUITY 464287614 2514 25417 SH DFND 1 25417 0 0 ISHARES RUSSELL 1000 INDEX ETF-EQUITY 464287622 204 1759 SH DFND 1 1759 0 0 ISHARES RUSSELL 1000 VALUE INDEX ETF-EQUITY 464287598 1042 10108 SH DFND 1 10108 0 0 ISHARES RUSSELL 2000 INDEX ETF-EQUITY 464287655 321 2579 SH DFND 1 2579 0 0 ISHARES RUSSELL 3000 INDEX ETF-EQUITY 464287689 248 2006 SH DFND 1 2006 0 0 ISHARES RUSSELL MIDCAP GROWTH INDEX ETF-EQUITY 464287481 362 3700 SH DFND 1 3700 0 0 ISHARES RUSSELL MIDCAP INDEX ETF-EQUITY 464287499 484 2797 SH DFND 1 2797 0 0 JARDEN CORP COMMON STOCK 471109108 317 6000 SH DFND 1 6000 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 3092 30731 SH DFND 1 30731 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 3359 55452 SH DFND 1 55452 0 0 JPMORGAN CHASE & CO ALERIAN ETF ETF-EQUITY 46625H365 692 16176 SH DFND 1 16176 0 0 KIMBERLY-CLARK CORP COMMON STOCK 494368103 2155 20120 SH DFND 1 20120 0 0 KINDER MORGAN INC COMMON STOCK 49456B101 722 17173 SH DFND 1 17173 0 0 KRAFT FOODS GROUP INC COMMON STOCK 50076Q106 4944 56751 SH DFND 1 56751 0 0 LEGGETT & PLATT INC COMMON STOCK 524660107 3812 82712 SH DFND 1 82712 0 0 LIBERTY INTERACTIVE CORP SERIES A COMMON STOCK 53071M104 360 12325 SH DFND 1 12325 0 0 LINN ENERGY LLC COMMON STOCK 536020100 230 20765 SH DFND 1 20765 0 0 LKQ CORP COMMON STOCK 501889208 356 13929 SH DFND 1 13929 0 0 LOCKHEED MARTIN CORP COMMON STOCK 539830109 2982 14693 SH DFND 1 14693 0 0 LOWES COS INC COMMON STOCK 548661107 295 3959 SH DFND 1 3959 0 0 M & T BANK CORP COMMON STOCK 55261F104 565 4451 SH DFND 1 4451 0 0 MASTERCARD INC COMMON STOCK 57636Q104 264 3056 SH DFND 1 3056 0 0 MCDONALDS CORP COMMON STOCK 580135101 353 3623 SH DFND 1 3623 0 0 MEAD JOHNSON NUTRITION CO CL A COMMON STOCK 582839106 378 3756 SH DFND 1 3756 0 0 MEADWESTVACO CORP COMMON STOCK 583334107 1509 30255 SH DFND 1 30255 0 0 MERCK & CO INC COMMON STOCK 58933Y105 3955 68801 SH DFND 1 68801 0 0 MICROCHIP TECH INC COMMON STOCK 595017104 3713 75929 SH DFND 1 75929 0 0 MICROSOFT CORP COMMON STOCK 594918104 3378 83078 SH DFND 1 83078 0 0 MORGAN STANLEY COMMON STOCK 617446448 368 10308 SH DFND 1 10308 0 0 MSC INDUSTRIAL DIRECT INC CL A COMMON STOCK 553530106 236 3275 SH DFND 1 3275 0 0 NATIONAL OIL WELL VARCO INC COMMON STOCK 637071101 453 9056 SH DFND 1 9056 0 0 NEWFIELD EXPLORATION CO COMMON STOCK 651290108 228 6487 SH DFND 1 6487 0 0 NORFOLK SOUTHERN CORP COMMON STOCK 655844108 2299 22340 SH DFND 1 22340 0 0 NOVARTIS A G SPONSORED ADR FOREIGN STOCK 66987V109 235 2386 SH DFND 1 2386 0 0 NVIDIA CORP COMMON STOCK 67066G104 220 10505 SH DFND 1 10505 0 0 OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 1899 26011 SH DFND 1 26011 0 0 OPEN TEXT CORP COMMON STOCK 683715106 424 8020 SH DFND 1 8020 0 0 ORACLE CORP COMMON STOCK 68389X105 580 13437 SH DFND 1 13437 0 0 PAYCHEX INC COMMON STOCK 704326107 3710 74784 SH DFND 1 74784 0 0 PEOPLES UNITED FINANCIAL INC COMMON STOCK 712704105 1998 131430 SH DFND 1 131430 0 0 PEPSICO INC COMMON STOCK 713448108 334 3493 SH DFND 1 3493 0 0 PERRIGO CO PLC FOREIGN STOCK G97822103 566 3419 SH DFND 1 3419 0 0 PFIZER INC COMMON STOCK 717081103 3641 104670 SH DFND 1 104670 0 0 PHILIP MORRIS INTERNATIONAL INC COMMON STOCK 718172109 3815 50642 SH DFND 1 50642 0 0 PLAINS ALL AMERICAN PIPELINE LP COMMON STOCK 726503105 1057 21663 SH DFND 1 21663 0 0 PNC FINANCIAL SERVICES GROUP INC COMMON STOCK 693475105 309 3317 SH DFND 1 3317 0 0 PRICELINE GROUP, INC. COMMON STOCK 741503403 362 311 SH DFND 1 311 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 1586 19355 SH DFND 1 19355 0 0 QUALCOMM INC COMMON STOCK 747525103 1256 18111 SH DFND 1 18111 0 0 RAYTHEON CO COMMON STOCK 755111507 257 2354 SH DFND 1 2354 0 0 REGENERON PHARMACEUTICALS COMMON STOCK 75886F107 287 635 SH DFND 1 635 0 0 REGIONS FINANCIAL CORP COMMON STOCK 7591EP100 465 49239 SH DFND 1 49239 0 0 ROYAL DUTCH SHELL PLC SPONSORED ADR B FOREIGN STOCK 780259107 203 3239 SH DFND 1 3239 0 0 SCHLUMBERGER COMMON STOCK 806857108 1072 12850 SH DFND 1 12850 0 0 SCRIPPS NETWORKS INTERACT INC COMMON STOCK 811065101 230 3360 SH DFND 1 3360 0 0 SIRIUS XM HLDINGS INC COM COMMON STOCK 82968B103 388 101535 SH DFND 1 101535 0 0 SOUTHERN CO COMMON STOCK 842587107 3497 78967 SH DFND 1 78967 0 0 SPDR S&P 500 ETF-EQUITY 78462F103 3322 16091 SH DFND 1 16091 0 0 SPDR S&P DIVIDEND ETF-EQUITY 78464A763 214 2737 SH DFND 1 2737 0 0 SPECTRA ENERGY CORP COMMON STOCK 847560109 339 9385 SH DFND 1 9385 0 0 STANLEY BLACK & DECKER INC COMMON STOCK 854502101 266 2787 SH DFND 1 2787 0 0 STARBUCKS CORP COMMON STOCK 855244109 236 2493 SH DFND 1 2493 0 0 STERICYCLE INC COMMON STOCK 858912108 513 3651 SH DFND 1 3651 0 0 SYSCO CORP COMMON STOCK 871829107 1974 52313 SH DFND 1 52313 0 0 TARGET CORP COMMON STOCK 87612E106 2674 32583 SH DFND 1 32583 0 0 TELEFLEX INC COMMON STOCK 879369106 228 1885 SH DFND 1 1885 0 0 THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102 630 4686 SH DFND 1 4686 0 0 TIFFANY & CO NEW COMMON STOCK 886547108 246 2792 SH DFND 1 2792 0 0 TUPPERWARE CORP COMMON STOCK 899896104 284 4120 SH DFND 1 4120 0 0 UNDER ARMOUR INC CL A COMMON STOCK 904311107 264 3266 SH DFND 1 3266 0 0 UNION PACIFIC CORP COMMON STOCK 907818108 313 2894 SH DFND 1 2894 0 0 UNITED PARCEL SERVICE INC CL B COMMON STOCK 911312106 2277 23490 SH DFND 1 23490 0 0 UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 370 3159 SH DFND 1 3159 0 0 VANGUARD REIT ETF ETF-EQUITY 922908553 1195 14170 SH DFND 1 14170 0 0 VANGUARD SHORT-TERM BOND ETF ETF-FIXED INCOME 921937827 233 2892 SH DFND 1 2892 0 0 VARIAN MEDICAL SYSTEMS INC COMMON STOCK 92220P105 560 5956 SH DFND 1 5956 0 0 VERISK ANALYTICS INC CL A COMMON STOCK 92345Y106 405 5670 SH DFND 1 5670 0 0 VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 3669 75455 SH DFND 1 75455 0 0 VERTEX PHARMACEUTICALS INC COMMON STOCK 92532F100 236 2003 SH DFND 1 2003 0 0 VF CORP COMMON STOCK 918204108 454 6025 SH DFND 1 6025 0 0 VIASAT INC COMMON STOCK 92552V100 232 3900 SH DFND 1 3900 0 0 VISA INC CL A COMMON STOCK 92826C839 872 13337 SH DFND 1 13337 0 0 WAL-MART STORES INC COMMON STOCK 931142103 2863 34803 SH DFND 1 34803 0 0 WASTE MANAGEMENT INC COMMON STOCK 94106L109 3822 70485 SH DFND 1 70485 0 0 WELLS FARGO & CO COMPANY NEW COMMON STOCK 949746101 2932 53893 SH DFND 1 53893 0 0 WESTERN UNION CO COMMON STOCK 959802109 234 11252 SH DFND 1 11252 0 0 WHOLE FOODS MARKET INC COMMON STOCK 966837106 255 4894 SH DFND 1 4894 0 0 WILLIS GROUP HOLDINGS PUBLIC L SHS FOREIGN STOCK G96666105 279 5790 SH DFND 1 5790 0 0 ZEBRA TECHNOLOGIES CORP CL A COMMON STOCK 989207105 396 4360 SH DFND 1 4360 0 0 EXPRESS SCRIPTS HOLDING CO HOLDING COMPANY COMMON STOCK 30219G108 848 9775 SH DFND 1 9775 0 0 CORE LABORATORIES FOREIGN STOCK N22717107 319 3053 SH DFND 1 3053 0 0 MARKET VECTORS AGRIBUSINESS ETF ETF-EQUITY 57060U605 496 9248 SH DFND 1 9248 0 0 CARTER INC COMMON STOCK 146229109 271 2929 SH DFND 1 2929 0 0 VANGUARD TOTAL BOND MARKET INDEX ETF ETF-FIXED INCOME 921937835 2629 31540 SH DFND 1 31540 0 0 VANGUARD LARGE CAP ETF ETF-EQUITY 922908637 1047 10999 SH DFND 1 10999 0 0 DISCOVERY COMMUNICATIONS SERIES A COMMON STOCK 25470F104 271 8800 SH DFND 1 8800 0 0 KOHLS CORP COMMON STOCK 500255104 2438 31152 SH DFND 1 31152 0 0