Managing Director, Iberia Wealth Advisors

0000950123-15-009498.txt : 20150817 0000950123-15-009498.hdr.sgml : 20150817 20150814175549 ACCESSION NUMBER: 0000950123-15-009498 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150817 DATE AS OF CHANGE: 20150814 EFFECTIVENESS DATE: 20150817 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: 151057374 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 06-30-2015 06-30-2015 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 08-13-2015 1 170 199622 false 1 028-15633 Iberiabank INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M CO COMMON STOCK 88579Y101 1773 11492 SH DFND 1 11492 0 0 ABBOTT LABS COMMON STOCK 002824100 303 6183 SH DFND 1 6183 0 0 ABBVIE INC COMMON STOCK 00287Y109 4127 61428 SH DFND 1 61428 0 0 AGCO CP COMMON STOCK 001084102 227 4 SH DFND 1 4 0 0 ALTRIA GROUP INC COMMON STOCK 02209S103 748 15 SH DFND 1 15 0 0 AMDOCS LTD COMMON STOCK G02602103 233 4 SH DFND 1 4 0 0 AMERICAN EXPRESS CO CO COMMON STOCK 025816109 253 3 SH DFND 1 3 0 0 AMGEN INC COMMON STOCK 031162100 210 1 SH DFND 1 1 0 0 APPLE INC COMMON STOCK 037833100 1613 13 SH DFND 1 13 0 0 AT&T INC COMMON STOCK 00206R102 4079 115 SH DFND 1 115 0 0 AUTOZONE INC COMMON STOCK 053332102 867 1 SH DFND 1 1 0 0 BAKER HUGHES INC COMMON STOCK 057224107 227 4 SH DFND 1 4 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 1274 75 SH DFND 1 75 0 0 BB&T CORP COMMON STOCK 054937107 3490 87 SH DFND 1 87 0 0 BEMIS INC COMMON STOCK 081437105 3457 77 SH DFND 1 77 0 0 BERKSHIRE HATHAWAY INC CLASS B NEW COMMON STOCK 084670702 655 5 SH DFND 1 5 0 0 BRISTOL MYERS SQUIBB CO COMMON STOCK 110122108 2259 34 SH DFND 1 34 0 0 BROADRIDGE FINL SOLUTIONS INC COMMON STOCK 11133T103 242 5 SH DFND 1 5 0 0 CABELAS INC COMMON STOCK 126804301 231 5 SH DFND 1 5 0 0 CATERPILLAR INC COMMON STOCK 149123101 2349 28 SH DFND 1 28 0 0 CBRE GROUP INC CLASS A COMMON STOCK 12504L109 219 6 SH DFND 1 6 0 0 CELGENE CORP COMMON STOCK 151020104 206 2 SH DFND 1 2 0 0 CENTENE CORP COMMON STOCK 15135B101 222 3 SH DFND 1 3 0 0 CHEVRON CORP COMMON STOCK 166764100 3680 38 SH DFND 1 38 0 0 CHICAGO BRIDGE & IRON CO NV FOREIGN STOCK 167250109 249 5 SH DFND 1 5 0 0 CHIPOTLE MEXICAN GRILL INC CL A COMMON STOCK 169656105 211 0 SH DFND 1 0 0 0 CINCINNATI FINANCIAL CORP COMMON STOCK 172062101 3331 66 SH DFND 1 66 0 0 CISCO SYSTEMS INC COMMON STOCK 17275R102 3721 135 SH DFND 1 135 0 0 CITIGROUP INC COMMON STOCK 172967424 205 3708 SH DFND 1 3708 0 0 CLEAN HARBORS INC COMMON STOCK 184496107 207 3861 SH DFND 1 3861 0 0 COACH INC COMMON STOCK 189754104 390 11 SH DFND 1 11 0 0 COCA COLA CO COMMON STOCK 191216100 665 17 SH DFND 1 17 0 0 COGNIZANT TECH SOLUTIONS CL A COMMON STOCK 192446102 524 8581 SH DFND 1 8581 0 0 CONAGRA FOODS INC COMMON STOCK 205887102 1664 38060 SH DFND 1 38060 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 3378 55000 SH DFND 1 55000 0 0 CONSOLIDATED EDISON INC COMMON COMMON STOCK 209115104 1203 20784 SH DFND 1 20784 0 0 CONSTELLATION BRANDS INC CL A COMMON STOCK 21036P108 366 3 SH DFND 1 3 0 0 CORRECTIONS CORP OF AMERICA NEW COMMON STOCK 22025Y407 212 6395 SH DFND 1 6395 0 0 COSTCO WHOLESALE CORP COMMON STOCK 22160K105 408 3 SH DFND 1 3 0 0 CUMMINS INC COMMON STOCK 231021106 245 2 SH DFND 1 2 0 0 CVS HEALTH CORP COMMON STOCK 126650100 486 5 SH DFND 1 5 0 0 DANAHER CORP COMMON STOCK 235851102 287 3356 SH DFND 1 3356 0 0 DARLING INGREDIENTS, INC. COMMON STOCK 237266101 208 14168 SH DFND 1 14168 0 0 DISNEY WALT CO COMMON STOCK 254687106 352 3 SH DFND 1 3 0 0 DOMINION RESOURCES INC COMMON STOCK 25746U109 268 4 SH DFND 1 4 0 0 DOW CHEMICAL CO COMMON STOCK 260543103 3759 73 SH DFND 1 73 0 0 DUKE ENERGY CORP COMMON STOCK 26441C204 2210 31299 SH DFND 1 31299 0 0 ECOLAB INC COMMON STOCK 278865100 377 3 SH DFND 1 3 0 0 EDWARDS LIFESCIENCES COMMON STOCK 28176E108 226 2 SH DFND 1 2 0 0 EMERSON ELECTRIC CO COMMON STOCK 291011104 442 7980 SH DFND 1 7980 0 0 ENTERPRISE PRODUCTS PARTNERS LP COMMON STOCK 293792107 219 7 SH DFND 1 7 0 0 EQUIFAX INC COMMON STOCK 294429105 260 2677 SH DFND 1 2677 0 0 EXXON MOBIL CORP COMMON STOCK 30231G102 5299 64 SH DFND 1 64 0 0 FACEBOOK INC CL A COMMON STOCK 30303M102 399 5 SH DFND 1 5 0 0 FEDEX CORP COMMON STOCK 31428X106 347 2 SH DFND 1 2 0 0 FLEETCOR TECHNOLOGIES INC COMMON STOCK 339041105 8739 56 SH DFND 1 56 0 0 FLOWSERVE CORP COMMON STOCK 34354P105 323 6 SH DFND 1 6 0 0 GALLAGHER ARTHUR J & CO COMMON STOCK 363576109 276 5825 SH DFND 1 5825 0 0 GENERAL ELECTRIC CO COMMON STOCK 369604103 3833 144247 SH DFND 1 144247 0 0 GENERAL MILLS INC COMMON STOCK 370334104 392 7 SH DFND 1 7 0 0 GENUINE PARTS CO COMMON STOCK 372460105 3234 36119 SH DFND 1 36119 0 0 GILEAD SCIENCES INC COMMON STOCK 375558103 501 4 SH DFND 1 4 0 0 GOLDMAN SACHS GROUP INC COMMON STOCK 38141G104 346 1658 SH DFND 1 1658 0 0 GOOGLE INC CL A COMMON STOCK 38259P508 500 925 SH DFND 1 925 0 0 GOOGLE INC CL C COMMON STOCK 38259P706 225 0 SH DFND 1 0 0 0 HANESBRANDS INC COMMON STOCK 410345102 298 8952 SH DFND 1 8952 0 0 HARRIS CORP COMMON STOCK 413875105 1286 16727 SH DFND 1 16727 0 0 HCC INSURANCE HOLDINGS INC COMMON STOCK 404132102 271 4 SH DFND 1 4 0 0 HOME DEPOT INC COMMON STOCK 437076102 316 3 SH DFND 1 3 0 0 IBERIABANK CORP COMMON STOCK 450828108 2352 34 SH DFND 1 34 0 0 ILLINOIS TOOL WORKS INC COMMON STOCK 452308109 229 2 SH DFND 1 2 0 0 INTEL CORP COMMON STOCK 458140100 3624 119138 SH DFND 1 119138 0 0 INTERNATIONAL BUSINESS MACHINES COMMON STOCK 459200101 227 1 SH DFND 1 1 0 0 ISHARES 1-3 YEAR CREDIT BOND FUND ETF-FIXED INCOME 464288646 346 3 SH DFND 1 3 0 0 ISHARES CORE S&P MIDCAP ETF ETF-EQUITY 464287507 461 3076 SH DFND 1 3076 0 0 ISHARES CORE S&P SMALL-CAP ETF ETF-EQUITY 464287804 376 3 SH DFND 1 3 0 0 ISHARES DOW JONES SELECT DIVIDEND INDEX ETF-EQUITY 464287168 287 4 SH DFND 1 4 0 0 ISHARES IBOXX INVESTMENT GRADE CORP BOND ETF-FIXED INCOME 464287242 339 2931 SH DFND 1 2931 0 0 ISHARES MSCI EAFE INDEX ETF-EQUITY 464287465 1020 16 SH DFND 1 16 0 0 ISHARES RUSSELL 1000 GROWTH INDEX ETF-EQUITY 464287614 2681 27079 SH DFND 1 27079 0 0 ISHARES RUSSELL 1000 INDEX ETF-EQUITY 464287622 439 4 SH DFND 1 4 0 0 ISHARES RUSSELL 1000 VALUE INDEX ETF-EQUITY 464287598 901 8736 SH DFND 1 8736 0 0 ISHARES RUSSELL 2000 INDEX ETF-EQUITY 464287655 322 2579 SH DFND 1 2579 0 0 ISHARES RUSSELL 3000 INDEX ETF-EQUITY 464287689 279 2 SH DFND 1 2 0 0 ISHARES RUSSELL MIDCAP GROWTH INDEX ETF-EQUITY 464287481 358 3700 SH DFND 1 3700 0 0 ISHARES RUSSELL MIDCAP INDEX ETF-EQUITY 464287499 476 2797 SH DFND 1 2797 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 2975 31 SH DFND 1 31 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 3703 55 SH DFND 1 55 0 0 JPMORGAN CHASE & CO ALERIAN ETF ETF-EQUITY 46625H365 423 10677 SH DFND 1 10677 0 0 KIMBERLY-CLARK CORP COMMON STOCK 494368103 2268 21403 SH DFND 1 21403 0 0 KINDER MORGAN INC COMMON STOCK 49456B101 586 15255 SH DFND 1 15255 0 0 KRAFT FOODS GROUP INC COMMON STOCK 50076Q106 1741 20 SH DFND 1 20 0 0 LEGGETT & PLATT INC COMMON STOCK 524660107 1613 33 SH DFND 1 33 0 0 LILLY ELI & CO COMMON STOCK 532457108 211 3 SH DFND 1 3 0 0 LINN ENERGY LLC COMMON STOCK 536020100 185 20765 SH DFND 1 20765 0 0 LKQ CORP COMMON STOCK 501889208 314 10374 SH DFND 1 10374 0 0 LOCKHEED MARTIN CORP COMMON STOCK 539830109 2691 14 SH DFND 1 14 0 0 LOWES COS INC COMMON STOCK 548661107 286 4275 SH DFND 1 4275 0 0 LUBYS INC COMMON STOCK 549282101 53 11000 SH DFND 1 11000 0 0 M & T BANK CORP COMMON STOCK 55261F104 453 3630 SH DFND 1 3630 0 0 MASTERCARD INC COMMON STOCK 57636Q104 303 3245 SH DFND 1 3245 0 0 MCDONALDS CORP COMMON STOCK 580135101 237 2 SH DFND 1 2 0 0 MEAD JOHNSON NUTRITION CO CL A COMMON STOCK 582839106 275 3 SH DFND 1 3 0 0 MEADWESTVACO CORP COMMON STOCK 583334107 1423 30 SH DFND 1 30 0 0 MERCK & CO INC COMMON STOCK 58933Y105 3874 68055 SH DFND 1 68055 0 0 MICROCHIP TECH INC COMMON STOCK 595017104 3829 81 SH DFND 1 81 0 0 MICROSOFT CORP COMMON STOCK 594918104 3649 83 SH DFND 1 83 0 0 MORGAN STANLEY COMMON STOCK 617446448 415 11 SH DFND 1 11 0 0 NATIONAL OIL WELL VARCO INC COMMON STOCK 637071101 421 9 SH DFND 1 9 0 0 NEWFIELD EXPLORATION CO COMMON STOCK 651290108 209 6 SH DFND 1 6 0 0 NOVARTIS A G SPONSORED ADR FOREIGN STOCK 66987V109 227 2310 SH DFND 1 2310 0 0 NVIDIA CORP COMMON STOCK 67066G104 214 10666 SH DFND 1 10666 0 0 OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 2094 26927 SH DFND 1 26927 0 0 ORACLE CORP COMMON STOCK 68389X105 613 15 SH DFND 1 15 0 0 PAYCHEX INC COMMON STOCK 704326107 3637 78 SH DFND 1 78 0 0 PEOPLES UNITED FINANCIAL INC COMMON STOCK 712704105 2307 142315 SH DFND 1 142315 0 0 PEPSICO INC COMMON STOCK 713448108 316 3384 SH DFND 1 3384 0 0 PERRIGO CO PLC FOREIGN STOCK G97822103 430 2 SH DFND 1 2 0 0 PFIZER INC COMMON STOCK 717081103 3487 104 SH DFND 1 104 0 0 PHILIP MORRIS INTERNATIONAL INC COMMON STOCK 718172109 4031 50 SH DFND 1 50 0 0 PLAINS ALL AMERICAN PIPELINE LP COMMON STOCK 726503105 944 22 SH DFND 1 22 0 0 PNC FINANCIAL SERVICES GROUP INC COMMON STOCK 693475105 341 4 SH DFND 1 4 0 0 PRICELINE GROUP, INC. COMMON STOCK 741503403 283 246 SH DFND 1 246 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 3843 49 SH DFND 1 49 0 0 QUALCOMM INC COMMON STOCK 747525103 1056 17 SH DFND 1 17 0 0 RAYTHEON CO COMMON STOCK 755111507 216 2 SH DFND 1 2 0 0 REGENERON PHARMACEUTICALS COMMON STOCK 75886F107 358 701 SH DFND 1 701 0 0 REGIONS FINANCIAL CORP COMMON STOCK 7591EP100 479 46275 SH DFND 1 46275 0 0 SCHLUMBERGER COMMON STOCK 806857108 1067 12 SH DFND 1 12 0 0 SIRIUS XM HLDINGS INC COM COMMON STOCK 82968B103 197 52875 SH DFND 1 52875 0 0 SOUTHERN CO COMMON STOCK 842587107 2474 59036 SH DFND 1 59036 0 0 SPDR S&P 500 ETF-EQUITY 78462F103 2611 13 SH DFND 1 13 0 0 SPECTRA ENERGY CORP COMMON STOCK 847560109 296 9085 SH DFND 1 9085 0 0 STARBUCKS CORP COMMON STOCK 855244109 316 6 SH DFND 1 6 0 0 STERICYCLE INC COMMON STOCK 858912108 346 3 SH DFND 1 3 0 0 SYSCO CORP COMMON STOCK 871829107 2020 56 SH DFND 1 56 0 0 TARGET CORP COMMON STOCK 87612E106 2749 34 SH DFND 1 34 0 0 THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102 391 3 SH DFND 1 3 0 0 TIFFANY & CO NEW COMMON STOCK 886547108 267 3 SH DFND 1 3 0 0 TUPPERWARE CORP COMMON STOCK 899896104 228 3532 SH DFND 1 3532 0 0 UNDER ARMOUR INC CL A COMMON STOCK 904311107 284 3 SH DFND 1 3 0 0 UNION PACIFIC CORP COMMON STOCK 907818108 345 4 SH DFND 1 4 0 0 UNITED PARCEL SERVICE INC CL B COMMON STOCK 911312106 1326 14 SH DFND 1 14 0 0 UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 342 3 SH DFND 1 3 0 0 UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 520 4 SH DFND 1 4 0 0 VANGUARD REIT ETF ETF-EQUITY 922908553 1205 16 SH DFND 1 16 0 0 VARIAN MEDICAL SYSTEMS INC COMMON STOCK 92220P105 412 4891 SH DFND 1 4891 0 0 VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 3662 79 SH DFND 1 79 0 0 VERTEX PHARMACEUTICALS INC COMMON STOCK 92532F100 263 2 SH DFND 1 2 0 0 VF CORP COMMON STOCK 918204108 445 6 SH DFND 1 6 0 0 VISA INC CL A COMMON STOCK 92826C839 800 12 SH DFND 1 12 0 0 WAL-MART STORES INC COMMON STOCK 931142103 2495 35177 SH DFND 1 35177 0 0 WASTE MANAGEMENT INC COMMON STOCK 94106L109 3406 73480 SH DFND 1 73480 0 0 WELLS FARGO & CO COMPANY NEW COMMON STOCK 949746101 4195 75 SH DFND 1 75 0 0 WESTERN UNION CO COMMON STOCK 959802109 2470 121 SH DFND 1 121 0 0 ZEBRA TECHNOLOGIES CORP CL A COMMON STOCK 989207105 224 2016 SH DFND 1 2016 0 0 EXPRESS SCRIPTS HOLDING CO HOLDING COMPANY COMMON STOCK 30219G108 702 7893 SH DFND 1 7893 0 0 CORE LABORATORIES FOREIGN STOCK N22717107 282 2471 SH DFND 1 2471 0 0 MARKET VECTORS AGRIBUSINESS ETF ETF-EQUITY 57060U605 510 9248 SH DFND 1 9248 0 0 CARTER INC COMMON STOCK 146229109 322 3 SH DFND 1 3 0 0 VANGUARD TOTAL BOND MARKET INDEX ETF ETF-FIXED INCOME 921937835 220 3 SH DFND 1 3 0 0 VANGUARD LARGE CAP ETF ETF-EQUITY 922908637 1043 11 SH DFND 1 11 0 0 KOHLS CORP COMMON STOCK 500255104 2086 33 SH DFND 1 33 0 0 MARKET VECTORS UNCONVENTIONAL OIL & GAS ETF ETF-EQUITY 57060U159 319 15 SH DFND 1 15 0 0 EATON VANCE ENHANCED EQUITY INCOME COMMON STOCK 278274105 236 18 SH DFND 1 18 0 0 EATON VANCE ENHANCED EQUITY INCOME II COMMON STOCK 278277108 250 18 SH DFND 1 18 0 0 EATON VANCE TAX-MANAGED DIVRS EQUITY INC COMMON STOCK 27828N102 205 18 SH DFND 1 18 0 0 EATON VANCE TAXABLE MANAGED COMMON STOCK 27828X100 279 18 SH DFND 1 18 0 0 EATON VANCE TAX-MANAGED BUY-RIGHT OPP COMMON STOCK 27828Y108 267 18000 SH DFND 1 18000 0 0 EATON VANCE TXMGD GL BUYWR O COMMON STOCK 27829C105 213 18 SH DFND 1 18 0 0