Managing Director, Iberia Wealth Advisors

0000950123-13-009370.txt : 20131113 0000950123-13-009370.hdr.sgml : 20131113 20131113171008 ACCESSION NUMBER: 0000950123-13-009370 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130331 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: 131215559 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 03-31-2013 03-31-2013 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 11-13-2013 1 155 126999 false 1 028-15633 Iberiabank INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 3M CO COMMON STOCK 88579Y101 898 8451 SH DFND 1 8451 0 0 ABBOTT LABS COMMON STOCK 002824100 235 6644 SH DFND 1 6644 0 0 ABBVIE INC COMMON STOCK 00287Y109 1393 34158 SH DFND 1 34158 0 0 ALTRIA GROUP INC COMMON STOCK 02209S103 362 10524 SH DFND 1 10524 0 0 AMDOCS LTD COMMON STOCK G02602103 265 7322 SH DFND 1 7322 0 0 AMERICAN EXPRESS CO CO COMMON STOCK 025816109 339 5027 SH DFND 1 5027 0 0 APPLE INC COMMON STOCK 037833100 1220 2756 SH DFND 1 2756 0 0 ASTRAZENECA PLC SPONSORED ADR FOREIGN STOCK 046353108 270 5493 SH DFND 1 5493 0 0 AT&T INC COM COMMON STOCK 00206R102 1950 53146 SH DFND 1 53146 0 0 AUTOZONE INC COMMON STOCK 053332102 299 753 SH DFND 1 753 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 1207 99100 SH DFND 1 99100 0 0 BARCLAYS BANK PLC IPATH DOW JONES-UBS COMMODITY INDEX TOTAL RETURN ETN ETF 06738C778 215 5293 SH DFND 1 5293 0 0 BARCLAYS BANK PLC S&P GSCI TOTAL RETURN INDEX ETN ETF 06738C794 5162 154657 SH DFND 1 154657 0 0 BB&T CORP COMMON STOCK 054937107 989 31513 SH DFND 1 31513 0 0 BERKSHIRE HATHAWAY INC CLASS B NEW COMMON STOCK 084670702 1402 14411 SH DFND 1 14411 0 0 BHP BILLITON LTD ADR FOREIGN STOCK 088606108 436 6368 SH DFND 1 6368 0 0 BP PLC SPONSORED ADR FOREIGN STOCK 055622104 254 6037 SH DFND 1 6037 0 0 BRISTOL MYERS SQUIBB COMMON STOCK 110122108 2089 50712 SH DFND 1 50712 0 0 BROOKFIELD ASSET MANAGEMENT FOREIGN STOCK 112585104 258 7075 SH DFND 1 7075 0 0 BUCKEYE PARTNERS LP COMMON STOCK 118230101 304 4964 SH DFND 1 4964 0 0 CHEVRON CORP COMMON STOCK 166764100 2107 17735 SH DFND 1 17735 0 0 CINCINNATI FINANCIAL CORP COMMON STOCK 172062101 1597 33829 SH DFND 1 33829 0 0 CISCO SYSTEMS INC COMMON STOCK 17275R102 1005 48102 SH DFND 1 48102 0 0 CITIGROUP INC COMMON STOCK 172967424 423 9569 SH DFND 1 9569 0 0 COACH INC COMMON STOCK 189754104 397 7940 SH DFND 1 7940 0 0 COCA COLA CO COMMON STOCK 191216100 461 11407 SH DFND 1 11407 0 0 COGNIZANT TECH SOLUTIONS CL A COMMON STOCK 192446102 885 11900 SH DFND 1 11900 0 0 CONAGRA FOODS COMMON STOCK 205887102 1772 49490 SH DFND 1 49490 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 1622 26990 SH DFND 1 26990 0 0 CONSOLIDATED EDISON INC COMMON COMMON STOCK 209115104 1015 16630 SH DFND 1 16630 0 0 CORRECTIONS CORP OF AMERICA NEW COMMON STOCK 22025Y407 406 10400 SH DFND 1 10400 0 0 CUMMINS INC COMMON STOCK 231021106 469 4046 SH DFND 1 4046 0 0 DARDEN RESTAURANTS INC COMMON STOCK 237194105 1015 19640 SH DFND 1 19640 0 0 DIAGEO PLC SPONSORED ADR FOREIGN STOCK 25243Q205 315 2594 SH DFND 1 2594 0 0 DOMINION RESOURCES INC COMMON STOCK 25746U109 264 4544 SH DFND 1 4544 0 0 DOW CHEMICAL CO COMMON STOCK 260543103 939 29496 SH DFND 1 29496 0 0 DUKE ENERGY CORP COMMON STOCK 26441C204 1643 22637 SH DFND 1 22637 0 0 EATON CORP PLC FOREIGN STOCK G29183103 394 6613 SH DFND 1 6613 0 0 EMC CORP MASS COMMON STOCK 268648102 410 17166 SH DFND 1 17166 0 0 EMERSON ELECTRIC CO COMMON STOCK 291011104 1074 19231 SH DFND 1 19231 0 0 ENERGY TRANSFER PARTNERS LP COMMON STOCK 29273R109 261 5147 SH DFND 1 5147 0 0 ENSCO PLC CL A FOREIGN STOCK G3157S106 229 3810 SH DFND 1 3810 0 0 ENTERPRISE PRODUCTS PARTNERS LP COMMON STOCK 293792107 645 10698 SH DFND 1 10698 0 0 EXPRESS SCRIPTS HOLDING COMPANY COMMON STOCK 30219G108 585 10158 SH DFND 1 10158 0 0 EXXON MOBIL CORP COMMON STOCK 30231G102 2247 24938 SH DFND 1 24938 0 0 FEDEX CORP COMMON STOCK 31428X106 558 5680 SH DFND 1 5680 0 0 FISERV INC COMMON STOCK 337738108 239 2725 SH DFND 1 2725 0 0 FLEETCOR TECHNOLOGIES INC COMMON STOCK 339041105 4651 60660 SH DFND 1 60660 0 0 FLOWSERVE CORP COMMON STOCK 34354P105 424 2527 SH DFND 1 2527 0 0 GALLAGHER ARTHUR J & CO COMMON STOCK 363576109 240 5805 SH DFND 1 5805 0 0 GANNETT INC COMMON STOCK 364730101 574 26225 SH DFND 1 26225 0 0 GENERAL MILLS INC COMMON STOCK 370334104 464 9400 SH DFND 1 9400 0 0 GENUINE PARTS CO COMMON STOCK 372460105 2544 32621 SH DFND 1 32621 0 0 GILEAD SCIENCES INC COMMON STOCK 375558103 480 9815 SH DFND 1 9815 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR FOREIGN STOCK 37733W105 321 6970 SH DFND 1 6970 0 0 GOOGLE INC COMMON STOCK 38259P508 1235 1661 SH DFND 1 1661 0 0 GREENHAVEN CONTINUOUS COMMODITY INDEX ETF 395258106 1442 51108 SH DFND 1 51108 0 0 HARRIS CORP COMMON STOCK 413875105 496 10702 SH DFND 1 10702 0 0 HCC INSURANCE HOLDINGS INC COMMON STOCK 404132102 373 8875 SH DFND 1 8875 0 0 HOWARD HUGHES CORP COMMON STOCK 44267D107 243 2900 SH DFND 1 2900 0 0 IBERIABANK CORP COMMON STOCK 450828108 1442 28828 SH DFND 1 28828 0 0 ILLINOIS TOOL WORKS INC COMMON STOCK 452308109 502 8243 SH DFND 1 8243 0 0 INTEL CORP COMMON STOCK 458140100 1487 68104 SH DFND 1 68104 0 0 INTERNATIONAL BUSINESS MACHINES COMMON STOCK 459200101 337 1578 SH DFND 1 1578 0 0 ISHARES BARCLAYS 1-3 YEAR CREDIT BOND FUND ETF 464288646 307 2911 SH DFND 1 2911 0 0 ISHARES BARCLAYS INTERMEDIATE CREDIT BOND FUND ETF 464288638 882 7940 SH DFND 1 7940 0 0 ISHARES BARCLAYS TIPS BONDS ETF 464287176 374 3088 SH DFND 1 3088 0 0 ISHARES IBOXX INVESTMENT GRADE CORP BOND ETF 464287242 244 2036 SH DFND 1 2036 0 0 ISHARES MSCI EMERGING MARKETS INDEX ETF 464287234 214 5010 SH DFND 1 5010 0 0 ISHARES MSCI SOUTH KOREA CAPPED ETF 464286772 272 4571 SH DFND 1 4571 0 0 ISHARES RUSSELL 1000 GROWTH INDEX ETF 464287614 1602 22453 SH DFND 1 22453 0 0 ISHARES RUSSELL 1000 VALUE INDEX ETF 464287598 1429 17601 SH DFND 1 17601 0 0 ISHARES RUSSELL 2000 VALUE INDEX ETF 464287630 340 4056 SH DFND 1 4056 0 0 ISHARES RUSSELL 3000 INDEX ETF 464287689 281 3008 SH DFND 1 3008 0 0 ISHARES RUSSELL MIDCAP GROWTH INDEX ETF 464287481 259 3700 SH DFND 1 3700 0 0 ISHARES RUSSELL MIDCAP INDEX ETF 464287499 796 6250 SH DFND 1 6250 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 1539 18875 SH DFND 1 18875 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 1582 33326 SH DFND 1 33326 0 0 JPMORGAN CHASE & CO JP MORGAN ALERIAN ETF ETF 46625H365 2693 59218 SH DFND 1 59218 0 0 KIMBERLY-CLARK CORP COMMON STOCK 494368103 1123 11460 SH DFND 1 11460 0 0 KINDER MORGAN ENERGY LP COMMON STOCK 494550106 542 6038 SH DFND 1 6038 0 0 KRAFT FOODS GROUP INC COMMON STOCK 50076Q106 1718 33344 SH DFND 1 33344 0 0 LIBERTY INTERACTIVE CORP SERIES A COMMON STOCK 53071M104 290 13550 SH DFND 1 13550 0 0 LILLY ELI & CO COMMON STOCK 532457108 252 4435 SH DFND 1 4435 0 0 LINN ENERGY LLC COMMON STOCK 536020100 207 5440 SH DFND 1 5440 0 0 LOCKHEED MARTIN CORP COMMON STOCK 539830109 1055 10931 SH DFND 1 10931 0 0 MARKET VECTORS AGRIBUSINESS ETF ETF 57060U605 298 5505 SH DFND 1 5505 0 0 MATTEL INC COMMON STOCK 577081102 306 6991 SH DFND 1 6991 0 0 MCDONALDS CORP COMMON STOCK 580135101 1727 17320 SH DFND 1 17320 0 0 MEADWESTVACO CORP COMMON STOCK 583334107 855 23567 SH DFND 1 23567 0 0 MEDTRONIC INC COMMON STOCK 585055106 526 11198 SH DFND 1 11198 0 0 MERCK & CO INC COMMON STOCK 58933Y105 1744 39455 SH DFND 1 39455 0 0 MICROCHIP TECH INC COMMON STOCK 595017104 1636 44481 SH DFND 1 44481 0 0 MICROSOFT CORP COMMON STOCK 594918104 1081 37787 SH DFND 1 37787 0 0 MOLEX INC COMMON STOCK 608554101 1471 50235 SH DFND 1 50235 0 0 MONSTER BEVERAGE CORP COMMON STOCK 611740101 252 5288 SH DFND 1 5288 0 0 MSC INDUSTRIAL DIRECT INC CL A COMMON STOCK 553530106 345 4025 SH DFND 1 4025 0 0 NATIONAL GRID PLC SPONSORED ADR NEW FOREIGN STOCK 636274300 269 4656 SH DFND 1 4656 0 0 NATIONAL OIL WELL VARCO INC COMMON STOCK 637071101 319 4504 SH DFND 1 4504 0 0 NIKE INC COMMON STOCK 654106103 236 4000 SH DFND 1 4000 0 0 NORTHERN TRUST CORP COMMON STOCK 665859104 998 18296 SH DFND 1 18296 0 0 OCCIDENTAL PETROLEUM CORP COMMON STOCK 674599105 1204 15366 SH DFND 1 15366 0 0 PAYCHEX INC COMMON STOCK 704326107 1638 46710 SH DFND 1 46710 0 0 PEPSICO INC COMMON STOCK 713448108 381 4810 SH DFND 1 4810 0 0 PERRIGO CO. COMMON STOCK 714290103 317 2669 SH DFND 1 2669 0 0 PFIZER INC COMMON STOCK 717081103 1142 39583 SH DFND 1 39583 0 0 PHILIP MORRIS INTERNATIONAL INC COMMON STOCK 718172109 2098 22628 SH DFND 1 22628 0 0 PIMCO ETF TR 1-5 YR US TIPS INDEX ETF 72201R205 2142 39476 SH DFND 1 39476 0 0 PLAINS ALL AMERICAN PIPELINE LP COMMON STOCK 726503105 759 13444 SH DFND 1 13444 0 0 PPG INDUSTRIES INC COMMON STOCK 693506107 315 2350 SH DFND 1 2350 0 0 PRICELINE.COM INC COMMON STOCK 741503403 317 461 SH DFND 1 461 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 934 12124 SH DFND 1 12124 0 0 QUALCOMM INC COMMON STOCK 747525103 747 11162 SH DFND 1 11162 0 0 ROCKWELL AUTOMATION INC COMMON STOCK 773903109 496 5749 SH DFND 1 5749 0 0 ROYAL DUTCH SHELL PLC SPONSORED ADR B FOREIGN STOCK 780259107 378 5590 SH DFND 1 5590 0 0 SCHLUMBERGER COMMON STOCK 806857108 659 8794 SH DFND 1 8794 0 0 SCHWAB CHARLES CORP NEW COMMON STOCK 808513105 391 22109 SH DFND 1 22109 0 0 SCRIPPS NETWORKS INTERACT INC COMMON STOCK 811065101 257 4000 SH DFND 1 4000 0 0 SHIRE PLC SPONSORED ADR FOREIGN STOCK 82481R106 461 5035 SH DFND 1 5035 0 0 SIRIUS XM RADIO COMMON STOCK 82967N108 379 122925 SH DFND 1 122925 0 0 SOUTHERN CO COMMON STOCK 842587107 1426 30388 SH DFND 1 30388 0 0 SPDR DOW JONES INTL REAL ESTATE ETF 78463X863 516 11997 SH DFND 1 11997 0 0 SPECTRA ENERGY CORP COMMON STOCK 847560109 229 7455 SH DFND 1 7455 0 0 STANLEY BLACK & DECKER INC COMMON STOCK 854502101 282 3481 SH DFND 1 3481 0 0 STAPLES INC COMMON STOCK 855030102 946 70474 SH DFND 1 70474 0 0 STERICYCLE INC COMMON STOCK 858912108 319 3002 SH DFND 1 3002 0 0 TARGET CORP COMMON STOCK 87612E106 200 2925 SH DFND 1 2925 0 0 THERMO FISHER SCIENTIFIC INC COMMON STOCK 883556102 439 5734 SH DFND 1 5734 0 0 TOTAL S A SPONSORED ADR FOREIGN STOCK 89151E109 259 5278 SH DFND 1 5278 0 0 TRAVELERS COMPANIES INC COMMON STOCK 89417E109 1162 13802 SH DFND 1 13802 0 0 UNITED PARCEL SERVICE INC COMMON STOCK 911312106 1023 11907 SH DFND 1 11907 0 0 UNITED TECHNOLOGIES CORP COMMON STOCK 913017109 715 7653 SH DFND 1 7653 0 0 VANGUARD FTSE ALL-WORLD EX-US ETF ETF 922042775 291 6275 SH DFND 1 6275 0 0 VANGUARD REIT ETF ETF 922908553 913 12944 SH DFND 1 12944 0 0 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 1421 16988 SH DFND 1 16988 0 0 VARIAN MEDICAL SYSTEMS INC COMMON STOCK 92220P105 471 6535 SH DFND 1 6535 0 0 VERISK ANALYTICS INC CL A COMMON STOCK 92345Y106 675 11836 SH DFND 1 11836 0 0 VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 1645 33461 SH DFND 1 33461 0 0 VISA INC CL A COMMON STOCK 92826C839 589 3466 SH DFND 1 3466 0 0 VODAFONE GROUP PLC SPONSORED ADR NEW FOREIGN STOCK 92857W209 445 16323 SH DFND 1 16323 0 0 WAL-MART STORES INC COMMON STOCK 931142103 3146 42041 SH DFND 1 42041 0 0 WALTER ENERGY INC COMMON STOCK 93317Q105 202 7100 SH DFND 1 7100 0 0 WASTE MANAGEMENT INC COMMON STOCK 94106L109 1780 45386 SH DFND 1 45386 0 0 WILLIS GROUP HOLDINGS PUBLIC L SHS FOREIGN STOCK G96666105 293 7600 SH DFND 1 7600 0 0 ZEBRA TECHNOLOGIES CORP CL A COMMON STOCK 989207105 231 4900 SH DFND 1 4900 0 0 CREDIT SUISSE GROUP SPONSORED ADR FOREIGN STOCK 225401108 268 10610 SH DFND 1 10610 0 0 EXPEDITORS INTL WASH INC COMMON STOCK 302130109 340 9521 SH DFND 1 9521 0 0 ASML HOLDING N V COMMON STOCK N07059210 235 3556 SH DFND 1 3556 0 0 ABB LTD SPONSORED ADR FOREIGN STOCK 000375204 263 12120 SH DFND 1 12120 0 0 BHP BILLITON PLC SPONSORED ADR FOREIGN STOCK 05545E209 206 3137 SH DFND 1 3137 0 0 ICICI BANK LTD ADR FOREIGN STOCK 45104G104 254 5860 SH DFND 1 5860 0 0 SAP AG SPONSORED ADR FOREIGN STOCK 803054204 282 3505 SH DFND 1 3505 0 0 QIAGEN N V ORD FOREIGN STOCK N72482107 240 12330 SH DFND 1 12330 0 0 ISHARES MSCI SINGAPORE INDEX ETF 464286673 142 10174 SH DFND 1 10174 0 0 STEWART ENTERPRISES INC COMMON STOCK 860370105 293 31450 SH DFND 1 31450 0 0